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 | $41,269 | $109,881-62.4% | $150,045-72.5% | $84,808-51.3% |
| Participation rate | 92.8% | 76.1%+16.7pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 33.97% | 28.25%+5.7pp | 62.55%-28.6pp | 40.90%-6.9pp |
| Employer contribution / active EE | $2,029 | $3,561-43.0% | $4,693-56.8% | $2,631-22.9% |
| Participant deferral / active EE | $11,055 | $6,636+66.6% | $7,997+38.2% | $4,212+162.5% |
| Admin fee / account holder | $4,732 | $8,568-44.8% | $13,435-64.8% | $7,344-35.6% |