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 6-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 | $34,479 | $93,571-63.2% | $135,903-74.6% | $75,163-54.1% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.8pp | 67.2%+20.6pp |
| Annual return | 30.33% | 30.90%-0.6pp | 68.23%-37.9pp | 160.62%-130.3pp |
| Employer contribution / active EE | $6,346 | $3,537+79.4% | $4,856+30.7% | $2,670+137.7% |
| Participant deferral / active EE | $11,952 | $6,404+86.6% | $7,758+54.1% | $4,125+189.7% |
| Admin fee / account holder | $2,171 | $6,975-68.9% | $10,762-79.8% | $5,651-61.6% |