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 | $49,819 | $80,673-38.2% | $101,326-50.8% | $84,808-41.3% |
| Participation rate | 90.3% | 77.8%+12.5pp | 81.5%+8.8pp | 68.3%+22.0pp |
| Annual return | 30.83% | 38.95%-8.1pp | 36.82%-6.0pp | 40.90%-10.1pp |
| Employer contribution / active EE | $2,494 | $2,698-7.5% | $3,665-31.9% | $2,631-5.2% |
| Participant deferral / active EE | $7,225 | $6,840+5.6% | $7,994-9.6% | $4,212+71.6% |
| Admin fee / account holder | $8,439 | $12,784-34.0% | $11,185-24.6% | $7,344+14.9% |