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 | $87,854 | $93,571-6.1% | $135,903-35.4% | $75,163+16.9% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 19.06% | 30.90%-11.8pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,679 | $3,537-24.2% | $4,856-44.8% | $2,670+0.4% |
| Participant deferral / active EE | $10,653 | $6,404+66.3% | $7,758+37.3% | $4,125+158.2% |
| Admin fee / account holder | $6,378 | $6,975-8.6% | $10,762-40.7% | $5,651+12.9% |