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 | $77,289 | $61,605+25.5% | $112,229-31.1% | $75,163+2.8% |
| Participation rate | 77.5% | 61.7%+15.8pp | 72.4%+5.1pp | 67.2%+10.3pp |
| Annual return | 16.98% | 28.47%-11.5pp | 30.20%-13.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,939 | $2,015+45.8% | $3,430-14.3% | $2,670+10.1% |
| Participant deferral / active EE | $7,280 | $3,108+134.2% | $4,798+51.7% | $4,125+76.5% |
| Admin fee / account holder | $2,591 | $4,862-46.7% | $7,748-66.6% | $5,651-54.1% |