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 | $101,763-35.0% | $164,866-59.9% | $80,874-18.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.48% | 16.73%-2.2pp | 69.97%-55.5pp | 35.62%-21.1pp |
| Employer contribution / active EE | $3,119 | $2,954+5.6% | $4,343-28.2% | $2,756+13.2% |
| Participant deferral / active EE | $6,337 | $4,477+41.6% | $6,033+5.0% | $4,297+47.5% |
| Admin fee / account holder | $6,644 | $8,228-19.3% | $12,689-47.6% | $6,935-4.2% |