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 | $58,107 | $106,749-45.6% | $145,433-60.0% | $82,448-29.5% |
| Participation rate | 98.2% | 75.6%+22.6pp | 82.1%+16.1pp | 68.1%+30.1pp |
| Annual return | 26.74% | 27.59%-0.9pp | 66.58%-39.8pp | 41.64%-14.9pp |
| Employer contribution / active EE | $9,811 | $3,444+184.8% | $4,554+115.4% | $2,551+284.6% |
| Participant deferral / active EE | $21,454 | $6,519+229.1% | $7,897+171.7% | $4,139+418.3% |
| Admin fee / account holder | $11,527 | $8,390+37.4% | $13,129-12.2% | $7,234+59.3% |