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 | $53,681 | $109,881-51.1% | $150,045-64.2% | $84,808-36.7% |
| Participation rate | 80.7% | 76.1%+4.6pp | 82.3%-1.6pp | 68.3%+12.4pp |
| Annual return | 20.66% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $3,877 | $3,561+8.9% | $4,693-17.4% | $2,631+47.4% |
| Participant deferral / active EE | $7,789 | $6,636+17.4% | $7,997-2.6% | $4,212+84.9% |
| Admin fee / account holder | $1,110 | $8,568-87.0% | $13,435-91.7% | $7,344-84.9% |