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 | $100,360 | $109,881-8.7% | $150,045-33.1% | $84,808+18.3% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 21.92% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $5,433 | $3,561+52.6% | $4,693+15.8% | $2,631+106.5% |
| Participant deferral / active EE | $9,517 | $6,636+43.4% | $7,997+19.0% | $4,212+126.0% |
| Admin fee / account holder | $2,476 | $8,568-71.1% | $13,435-81.6% | $7,344-66.3% |