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 | $120,447 | $101,724+18.4% | $164,813-26.9% | $80,856+49.0% |
| Participation rate | 80.0% | 71.8%+8.2pp | 78.6%+1.4pp | 67.6%+12.4pp |
| Annual return | 15.11% | 16.72%-1.6pp | 69.93%-54.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,918 | $2,953-35.1% | $4,341-55.8% | $2,755-30.4% |
| Participant deferral / active EE | $6,617 | $4,477+47.8% | $6,031+9.7% | $4,296+54.0% |
| Admin fee / account holder | $3,470 | $8,227-57.8% | $12,690-72.7% | $6,918-49.8% |