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 | $94,031+15.1% | $115,768-6.5% | $82,448+31.3% |
| Participation rate | 78.8% | 70.4%+8.4pp | 74.4%+4.4pp | 68.1%+10.7pp |
| Annual return | 12.90% | 20.61%-7.7pp | 100.46%-87.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $936 | $2,323-59.7% | $2,940-68.2% | $2,551-63.3% |
| Participant deferral / active EE | $3,277 | $3,972-17.5% | $4,917-33.3% | $4,139-20.8% |
| Admin fee / account holder | $23,250 | $10,249+126.8% | $12,439+86.9% | $7,234+221.4% |