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 | $105,104 | $91,037+15.5% | $71,671+46.6% | $147,584-28.8% |
| Participation rate | 72.7% | 76.1%-3.4pp | 68.7%+4.0pp | 82.8%-10.1pp |
| Annual return | 12.51% | 20.48%-8.0pp | 20.65%-8.1pp | 578.55%-566.0pp |
| Employer contribution / active EE | $942 | $3,327-71.7% | $2,460-61.7% | $4,876-80.7% |
| Participant deferral / active EE | $5,601 | $4,498+24.5% | $3,438+62.9% | $5,439+3.0% |
| Admin fee / account holder | $11,151 | $8,613+29.5% | $5,558+100.6% | $10,885+2.4% |