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 | $157,212 | $81,233+93.5% | $155,567+1.1% | $80,874+94.4% |
| Participation rate | 72.2% | 66.2%+6.0pp | 78.2%-6.0pp | 67.6%+4.6pp |
| Annual return | 12.86% | 33.33%-20.5pp | 64.74%-51.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $3,969 | $3,101+28.0% | $4,674-15.1% | $2,756+44.0% |
| Participant deferral / active EE | $4,881 | $3,452+41.4% | $5,628-13.3% | $4,297+13.6% |
| Admin fee / account holder | $1,769 | $7,998-77.9% | $15,916-88.9% | $6,935-74.5% |