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 | $65,771 | $109,881-40.1% | $150,045-56.2% | $84,808-22.4% |
| Participation rate | 78.0% | 76.1%+2.0pp | 82.3%-4.3pp | 68.3%+9.7pp |
| Annual return | 16.37% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,585 | $3,561-27.4% | $4,693-44.9% | $2,631-1.7% |
| Participant deferral / active EE | $5,700 | $6,636-14.1% | $7,997-28.7% | $4,212+35.3% |
| Admin fee / account holder | $921 | $8,568-89.3% | $13,435-93.1% | $7,344-87.5% |