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 | $60,153 | $161,352-62.7% | $134,172-55.2% | $137,256-56.2% |
| Participation rate | 77.8% | 78.3%-0.5pp | 72.5%+5.3pp | 80.0%-2.2pp |
| Annual return | 16.82% | 28.72%-11.9pp | 25.30%-8.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,069 | $4,099-49.5% | $3,420-39.5% | $4,156-50.2% |
| Participant deferral / active EE | $7,705 | $5,552+38.8% | $4,690+64.3% | $6,407+20.3% |
| Admin fee / account holder | $1,268 | $15,028-91.6% | $12,016-89.4% | $12,270-89.7% |