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 | $66,139 | $101,724-35.0% | $164,813-59.9% | $80,856-18.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.48% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,119 | $2,953+5.6% | $4,341-28.1% | $2,755+13.2% |
| Participant deferral / active EE | $6,337 | $4,477+41.5% | $6,031+5.1% | $4,296+47.5% |
| Admin fee / account holder | $6,644 | $8,227-19.2% | $12,690-47.6% | $6,918-4.0% |