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 | $25,013 | $63,355-60.5% | $91,989-72.8% | $72,985-65.7% |
| Participation rate | 79.6% | 72.5%+7.1pp | 78.6%+1.0pp | 69.5%+10.1pp |
| Annual return | 32.35% | 35.35%-3.0pp | 69.02%-36.7pp | 81.00%-48.6pp |
| Employer contribution / active EE | $3,882 | $2,116+83.5% | $3,452+12.5% | $2,440+59.1% |
| Participant deferral / active EE | $5,792 | $4,883+18.6% | $5,923-2.2% | $3,607+60.5% |
| Admin fee / account holder | $1,079 | $4,668-76.9% | $7,743-86.1% | $5,124-78.9% |