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 | $99,405 | $94,625+5.1% | $116,228-14.5% | $84,808+17.2% |
| Participation rate | 84.4% | 70.4%+13.9pp | 74.6%+9.8pp | 68.3%+16.1pp |
| Annual return | 12.69% | 20.40%-7.7pp | 90.06%-77.4pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,130 | $2,347+33.4% | $2,994+4.5% | $2,631+19.0% |
| Participant deferral / active EE | $7,258 | $3,972+82.7% | $4,953+46.5% | $4,212+72.3% |
| Admin fee / account holder | $10,603 | $10,091+5.1% | $11,989-11.6% | $7,344+44.4% |