See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,149 | $108,825-54.8% | $156,181-68.5% | $82,448-40.4% |
| Participation rate | 92.9% | 72.4%+20.5pp | 78.8%+14.0pp | 68.1%+24.8pp |
| Annual return | 19.56% | 20.59%-1.0pp | 64.87%-45.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,481 | $2,870-48.4% | $4,294-65.5% | $2,551-42.0% |
| Participant deferral / active EE | $7,162 | $4,577+56.5% | $6,132+16.8% | $4,139+73.0% |
| Admin fee / account holder | $1,874 | $9,341-79.9% | $14,586-87.1% | $7,234-74.1% |