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 | $30,705 | $81,446-62.3% | $103,374-70.3% | $80,874-62.0% |
| Participation rate | 95.0% | 66.9%+28.1pp | 74.5%+20.5pp | 67.6%+27.4pp |
| Annual return | 19.53% | 25.57%-6.0pp | 24.89%-5.4pp | 35.62%-16.1pp |
| Employer contribution / active EE | $2,321 | $3,107-25.3% | $3,869-40.0% | $2,756-15.8% |
| Participant deferral / active EE | $4,386 | $3,870+13.3% | $5,058-13.3% | $4,297+2.1% |
| Admin fee / account holder | $1,192 | $6,715-82.2% | $8,394-85.8% | $6,935-82.8% |