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 | $43,432 | $93,571-53.6% | $135,903-68.0% | $75,163-42.2% |
| Participation rate | 84.8% | 75.2%+9.6pp | 81.9%+2.9pp | 67.2%+17.6pp |
| Annual return | 16.54% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $4,538 | $3,537+28.3% | $4,856-6.5% | $2,670+70.0% |
| Participant deferral / active EE | $11,381 | $6,404+77.7% | $7,758+46.7% | $4,125+175.9% |
| Admin fee / account holder | $15,071 | $6,975+116.1% | $10,762+40.0% | $5,651+166.7% |