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 | $29,477 | $133,922-78.0% | $116,228-74.6% | $142,382-79.3% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.6%+21.1pp | 80.1%+15.5pp |
| Annual return | 11.34% | 147.76%-136.4pp | 90.06%-78.7pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,342 | $3,446-3.0% | $2,994+11.6% | $4,299-22.3% |
| Participant deferral / active EE | $3,535 | $5,672-37.7% | $4,953-28.6% | $6,507-45.7% |
| Admin fee / account holder | $5,465 | $14,945-63.4% | $11,989-54.4% | $12,624-56.7% |