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 | $51,891 | $109,881-52.8% | $150,045-65.4% | $84,808-38.8% |
| Participation rate | 81.7% | 76.1%+5.6pp | 82.3%-0.7pp | 68.3%+13.4pp |
| Annual return | 21.66% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,355 | $3,561-62.0% | $4,693-71.1% | $2,631-48.5% |
| Participant deferral / active EE | $10,242 | $6,636+54.3% | $7,997+28.1% | $4,212+143.2% |
| Admin fee / account holder | $4,575 | $8,568-46.6% | $13,435-65.9% | $7,344-37.7% |