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 | $45,172 | $109,881-58.9% | $150,045-69.9% | $84,808-46.7% |
| Participation rate | 83.1% | 76.1%+7.0pp | 82.3%+0.8pp | 68.3%+14.8pp |
| Annual return | 18.65% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,971 | $3,561-16.6% | $4,693-36.7% | $2,631+12.9% |
| Participant deferral / active EE | $5,377 | $6,636-19.0% | $7,997-32.8% | $4,212+27.7% |
| Admin fee / account holder | $1,492 | $8,568-82.6% | $13,435-88.9% | $7,344-79.7% |