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 | $55,452 | $54,705+1.4% | $71,209-22.1% | $84,808-34.6% |
| Participation rate | 89.9% | 64.1%+25.8pp | 73.8%+16.1pp | 68.3%+21.5pp |
| Annual return | 15.82% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,380 | $2,158+10.3% | $2,721-12.5% | $2,631-9.5% |
| Participant deferral / active EE | $4,764 | $3,030+57.2% | $4,175+14.1% | $4,212+13.1% |
| Admin fee / account holder | $5,314 | $4,863+9.3% | $5,349-0.6% | $7,344-27.6% |