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 | $56,193 | $46,553+20.7% | $64,056-12.3% | $75,163-25.2% |
| Participation rate | 72.3% | 65.9%+6.4pp | 72.3%0pp | 67.2%+5.1pp |
| Annual return | 18.65% | 26.03%-7.4pp | 33.69%-15.0pp | 160.62%-142.0pp |
| Employer contribution / active EE | $3,196 | $1,974+61.9% | $2,747+16.4% | $2,670+19.7% |
| Participant deferral / active EE | $8,855 | $2,837+212.2% | $3,880+128.2% | $4,125+114.7% |
| Admin fee / account holder | $16,880 | $2,952+471.8% | $3,068+450.2% | $5,651+198.7% |