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 | $51,350 | $86,929-40.9% | $102,423-49.9% | $80,856-36.5% |
| Participation rate | 98.1% | 72.4%+25.7pp | 76.5%+21.6pp | 67.6%+30.5pp |
| Annual return | 14.71% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,179 | $2,369-50.2% | $3,023-61.0% | $2,755-57.2% |
| Participant deferral / active EE | $9,298 | $4,118+125.8% | $5,053+84.0% | $4,296+116.4% |
| Admin fee / account holder | $9,608 | $8,049+19.4% | $9,451+1.7% | $6,918+38.9% |