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 | $144,282 | $148,978-3.2% | $200,582-28.1% | $84,808+70.1% |
| Participation rate | 72.4% | 84.2%-11.8pp | 86.9%-14.5pp | 68.3%+4.1pp |
| Annual return | 15.68% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,284 | $4,815-31.8% | $6,419-48.8% | $2,631+24.8% |
| Participant deferral / active EE | $8,208 | $7,142+14.9% | $9,331-12.0% | $4,212+94.9% |
| Admin fee / account holder | $8,422 | $13,977-39.7% | $16,305-48.3% | $7,344+14.7% |