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 | $35,528 | $127,065-72.0% | $113,168-68.6% | $142,382-75.0% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 23.68% | 24.03%-0.3pp | 24.27%-0.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $3,436 | $3,442-0.2% | $2,975+15.5% | $4,299-20.1% |
| Participant deferral / active EE | $7,683 | $5,716+34.4% | $5,107+50.4% | $6,507+18.1% |
| Admin fee / account holder | $3,615 | $15,736-77.0% | $12,068-70.0% | $12,624-71.4% |