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 | $20,813 | $64,348-67.7% | $90,160-76.9% | $70,131-70.3% |
| Participation rate | 84.6% | 70.4%+14.2pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 30.89% | 28.13%+2.8pp | 34.88%-4.0pp | 73.14%-42.3pp |
| Employer contribution / active EE | $4,246 | $2,046+107.6% | $3,318+28.0% | $2,342+81.3% |
| Participant deferral / active EE | $7,815 | $4,389+78.1% | $5,288+47.8% | $3,332+134.6% |
| Admin fee / account holder | $4,511 | $3,944+14.4% | $5,943-24.1% | $4,645-2.9% |