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 | $52,461 | $109,881-52.3% | $150,045-65.0% | $84,808-38.1% |
| Participation rate | 75.6% | 76.1%-0.5pp | 82.3%-6.7pp | 68.3%+7.3pp |
| Annual return | 18.47% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,277 | $3,561-36.1% | $4,693-51.5% | $2,631-13.5% |
| Participant deferral / active EE | $5,233 | $6,636-21.1% | $7,997-34.6% | $4,212+24.2% |
| Admin fee / account holder | $1,523 | $8,568-82.2% | $13,435-88.7% | $7,344-79.3% |