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 | $65,784 | $72,277-9.0% | $101,248-35.0% | $79,858-17.6% |
| Participation rate | 77.3% | 68.5%+8.8pp | 75.8%+1.5pp | 69.6%+7.6pp |
| Annual return | 15.26% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $6,187 | $2,692+129.9% | $3,660+69.1% | $2,471+150.4% |
| Participant deferral / active EE | $4,433 | $3,282+35.1% | $4,370+1.4% | $3,740+18.5% |
| Admin fee / account holder | $1,352 | $4,400-69.3% | $5,945-77.3% | $5,306-74.5% |