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 | $44,560 | $80,968-45.0% | $96,544-53.8% | $75,163-40.7% |
| Participation rate | 96.2% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.0pp |
| Annual return | 20.10% | 27.06%-7.0pp | 25.84%-5.7pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,214 | $2,282-46.8% | $2,965-59.0% | $2,670-54.5% |
| Participant deferral / active EE | $8,415 | $3,928+114.2% | $4,851+73.5% | $4,125+104.0% |
| Admin fee / account holder | $4,489 | $6,724-33.2% | $8,252-45.6% | $5,651-20.6% |