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 8-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 | $42,375 | $58,512-27.6% | $84,015-49.6% | $72,985-41.9% |
| Participation rate | 92.9% | 61.2%+31.6pp | 69.0%+23.8pp | 69.5%+23.4pp |
| Annual return | 32.07% | 28.93%+3.1pp | 71.31%-39.2pp | 81.00%-48.9pp |
| Employer contribution / active EE | $1,959 | $1,163+68.5% | $1,983-1.2% | $2,440-19.7% |
| Participant deferral / active EE | $2,848 | $2,394+19.0% | $3,239-12.1% | $3,607-21.1% |
| Admin fee / account holder | $739 | $4,569-83.8% | $6,101-87.9% | $5,124-85.6% |