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 | $27,859 | $55,706-50.0% | $75,886-63.3% | $72,985-61.8% |
| Participation rate | 96.9% | 61.1%+35.7pp | 69.3%+27.6pp | 69.5%+27.4pp |
| Annual return | 23.17% | 27.59%-4.4pp | 30.76%-7.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,336 | $1,687+38.5% | $2,500-6.6% | $2,440-4.2% |
| Participant deferral / active EE | $4,578 | $2,634+73.8% | $3,603+27.0% | $3,607+26.9% |
| Admin fee / account holder | $1,363 | $3,978-65.8% | $5,418-74.9% | $5,124-73.4% |