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 | $109,413-60.0% | $156,263-72.0% | $84,808-48.4% |
| Participation rate | 90.0% | 72.7%+17.3pp | 78.9%+11.1pp | 68.3%+21.7pp |
| Annual return | 24.79% | 20.18%+4.6pp | 59.47%-34.7pp | 40.90%-16.1pp |
| Employer contribution / active EE | $2,051 | $2,907-29.5% | $4,333-52.7% | $2,631-22.1% |
| Participant deferral / active EE | $4,925 | $4,590+7.3% | $6,158-20.0% | $4,212+16.9% |
| Admin fee / account holder | $1,581 | $9,357-83.1% | $14,255-88.9% | $7,344-78.5% |