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 | $93,221 | $109,881-15.2% | $150,045-37.9% | $84,808+9.9% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 25.40% | 28.25%-2.8pp | 62.55%-37.1pp | 40.90%-15.5pp |
| Employer contribution / active EE | $6,464 | $3,561+81.5% | $4,693+37.7% | $2,631+145.7% |
| Participant deferral / active EE | $10,015 | $6,636+50.9% | $7,997+25.2% | $4,212+137.8% |
| Admin fee / account holder | $15,193 | $8,568+77.3% | $13,435+13.1% | $7,344+106.9% |