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 | $32,690 | $54,762-40.3% | $90,281-63.8% | $72,985-55.2% |
| Participation rate | 72.5% | 65.1%+7.4pp | 73.3%-0.8pp | 69.5%+3.0pp |
| Annual return | 25.04% | 30.63%-5.6pp | 78.10%-53.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,891 | $2,092+38.2% | $2,854+1.3% | $2,440+18.5% |
| Participant deferral / active EE | $5,317 | $2,887+84.2% | $3,885+36.8% | $3,607+47.4% |
| Admin fee / account holder | $3,860 | $3,972-2.8% | $5,351-27.9% | $5,124-24.7% |