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 | $67,503 | $106,749-36.8% | $145,433-53.6% | $82,448-18.1% |
| Participation rate | 86.2% | 75.6%+10.6pp | 82.1%+4.1pp | 68.1%+18.1pp |
| Annual return | 33.26% | 27.59%+5.7pp | 66.58%-33.3pp | 41.64%-8.4pp |
| Employer contribution / active EE | $4,742 | $3,444+37.7% | $4,554+4.1% | $2,551+85.9% |
| Participant deferral / active EE | $7,609 | $6,519+16.7% | $7,897-3.7% | $4,139+83.8% |
| Admin fee / account holder | $16,426 | $8,390+95.8% | $13,129+25.1% | $7,234+127.1% |