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 | $27,913 | $54,762-49.0% | $90,281-69.1% | $72,985-61.8% |
| Participation rate | 74.4% | 65.1%+9.3pp | 73.3%+1.1pp | 69.5%+4.9pp |
| Annual return | 27.51% | 30.63%-3.1pp | 78.10%-50.6pp | 81.00%-53.5pp |
| Employer contribution / active EE | $2,577 | $2,092+23.2% | $2,854-9.7% | $2,440+5.6% |
| Participant deferral / active EE | $5,141 | $2,887+78.1% | $3,885+32.3% | $3,607+42.5% |
| Admin fee / account holder | $570 | $3,972-85.7% | $5,351-89.4% | $5,124-88.9% |