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 | $72,949 | $78,520-7.1% | $96,576-24.5% | $82,448-11.5% |
| Participation rate | 83.3% | 77.7%+5.6pp | 81.4%+1.9pp | 68.1%+15.3pp |
| Annual return | 21.21% | 41.30%-20.1pp | 38.47%-17.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $3,035 | $2,630+15.4% | $3,553-14.6% | $2,551+19.0% |
| Participant deferral / active EE | $7,392 | $6,754+9.4% | $7,956-7.1% | $4,139+78.6% |
| Admin fee / account holder | $478 | $13,455-96.4% | $11,381-95.8% | $7,234-93.4% |