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 | $43,730 | $108,825-59.8% | $156,181-72.0% | $82,448-47.0% |
| Participation rate | 90.0% | 72.4%+17.6pp | 78.8%+11.2pp | 68.1%+21.9pp |
| Annual return | 24.79% | 20.59%+4.2pp | 64.87%-40.1pp | 41.64%-16.8pp |
| Employer contribution / active EE | $2,051 | $2,870-28.5% | $4,294-52.2% | $2,551-19.6% |
| Participant deferral / active EE | $4,925 | $4,577+7.6% | $6,132-19.7% | $4,139+19.0% |
| Admin fee / account holder | $1,581 | $9,341-83.1% | $14,586-89.2% | $7,234-78.1% |