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 | $35,807 | $95,803-62.6% | $113,168-68.4% | $84,808-57.8% |
| Participation rate | 90.2% | 72.9%+17.4pp | 76.6%+13.7pp | 68.3%+21.9pp |
| Annual return | 18.67% | 25.00%-6.3pp | 24.27%-5.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,089 | $2,360-11.5% | $2,975-29.8% | $2,631-20.6% |
| Participant deferral / active EE | $5,392 | $4,242+27.1% | $5,107+5.6% | $4,212+28.0% |
| Admin fee / account holder | $2,728 | $8,989-69.7% | $12,068-77.4% | $7,344-62.9% |