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 | $63,333 | $106,749-40.7% | $145,433-56.5% | $82,448-23.2% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 17.86% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,648 | $3,444-23.1% | $4,554-41.8% | $2,551+3.8% |
| Participant deferral / active EE | $5,385 | $6,519-17.4% | $7,897-31.8% | $4,139+30.1% |
| Admin fee / account holder | $6,343 | $8,390-24.4% | $13,129-51.7% | $7,234-12.3% |