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 | $99,527 | $124,281-19.9% | $109,143-8.8% | $167,490-40.6% |
| Participation rate | 95.5% | 79.4%+16.0pp | 75.9%+19.6pp | 82.1%+13.3pp |
| Annual return | 15.96% | 26.04%-10.1pp | 25.75%-9.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,550 | $4,207-39.4% | $3,722-31.5% | $4,837-47.3% |
| Participant deferral / active EE | $5,486 | $5,255+4.4% | $4,653+17.9% | $6,341-13.5% |
| Admin fee / account holder | $2,430 | $7,970-69.5% | $6,752-64.0% | $12,309-80.3% |