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 | $50,597 | $43,327+16.8% | $59,878-15.5% | $64,186-21.2% |
| Participation rate | 81.2% | 69.2%+12.0pp | 74.7%+6.5pp | 69.6%+11.6pp |
| Annual return | 14.06% | -1.55%+15.6pp | 3.46%+10.6pp | 7.63%+6.4pp |
| Employer contribution / active EE | $5,251 | $2,028+158.9% | $2,722+92.9% | $2,381+120.6% |
| Participant deferral / active EE | $9,643 | $2,546+278.8% | $3,402+183.5% | $3,470+177.9% |
| Admin fee / account holder | $4,961 | $3,005+65.1% | $3,590+38.2% | $4,888+1.5% |