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 | $43,726 | $84,233-48.1% | $170,442-74.3% | $70,131-37.7% |
| Participation rate | 97.6% | 70.8%+26.8pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 16.12% | 23.06%-6.9pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,731 | $3,387-48.9% | $5,433-68.1% | $2,342-26.1% |
| Participant deferral / active EE | $2,416 | $3,086-21.7% | $4,939-51.1% | $3,332-27.5% |
| Admin fee / account holder | $2,901 | $5,698-49.1% | $13,880-79.1% | $4,645-37.6% |