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 | $78,298 | $101,724-23.0% | $164,813-52.5% | $80,856-3.2% |
| Participation rate | 78.4% | 71.8%+6.5pp | 78.6%-0.2pp | 67.6%+10.7pp |
| Annual return | 20.68% | 16.72%+4.0pp | 69.93%-49.3pp | 35.59%-14.9pp |
| Employer contribution / active EE | $4,339 | $2,953+46.9% | $4,3410% | $2,755+57.5% |
| Participant deferral / active EE | $5,197 | $4,477+16.1% | $6,031-13.8% | $4,296+21.0% |
| Admin fee / account holder | $1,208 | $8,227-85.3% | $12,690-90.5% | $6,918-82.5% |