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 | $65,550 | $106,749-38.6% | $145,433-54.9% | $82,448-20.5% |
| Participation rate | 97.6% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.5pp |
| Annual return | 20.50% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $3,472 | $3,444+0.8% | $4,554-23.8% | $2,551+36.1% |
| Participant deferral / active EE | $9,456 | $6,519+45.1% | $7,897+19.7% | $4,139+128.5% |
| Admin fee / account holder | $4,387 | $8,390-47.7% | $13,129-66.6% | $7,234-39.4% |