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 | $62,727 | $71,057-11.7% | $93,654-33.0% | $80,874-22.4% |
| Participation rate | 89.1% | 60.4%+28.7pp | 68.7%+20.4pp | 67.6%+21.5pp |
| Annual return | 16.66% | 11.26%+5.4pp | 133.34%-116.7pp | 35.62%-19.0pp |
| Employer contribution / active EE | $2,924 | $1,564+87.0% | $2,421+20.8% | $2,756+6.1% |
| Participant deferral / active EE | $6,704 | $4,034+66.2% | $4,413+51.9% | $4,297+56.0% |
| Admin fee / account holder | $5,108 | $6,944-26.4% | $8,282-38.3% | $6,935-26.3% |