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 | $108,276 | $94,625+14.4% | $116,228-6.8% | $84,808+27.7% |
| Participation rate | 78.8% | 70.4%+8.3pp | 74.6%+4.2pp | 68.3%+10.5pp |
| Annual return | 12.90% | 20.40%-7.5pp | 90.06%-77.2pp | 40.90%-28.0pp |
| Employer contribution / active EE | $936 | $2,347-60.1% | $2,994-68.7% | $2,631-64.4% |
| Participant deferral / active EE | $3,277 | $3,972-17.5% | $4,953-33.8% | $4,212-22.2% |
| Admin fee / account holder | $23,250 | $10,091+130.4% | $11,989+93.9% | $7,344+216.6% |