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 7-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 | $19,686 | $81,248-75.8% | $155,509-87.3% | $80,856-75.7% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 15.75% | 33.31%-17.6pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,311 | $3,100-25.5% | $4,672-50.5% | $2,755-16.1% |
| Participant deferral / active EE | $4,731 | $3,452+37.1% | $5,626-15.9% | $4,296+10.1% |
| Admin fee / account holder | $6,814 | $7,997-14.8% | $15,912-57.2% | $6,918-1.5% |