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 | $108,604 | $81,460+33.3% | $103,333+5.1% | $80,856+34.3% |
| Participation rate | 96.3% | 66.8%+29.5pp | 74.5%+21.8pp | 67.6%+28.7pp |
| Annual return | 16.45% | 25.55%-9.1pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,758 | $3,105-11.2% | $3,868-28.7% | $2,755+0.1% |
| Participant deferral / active EE | $6,334 | $3,869+63.7% | $5,057+25.2% | $4,296+47.4% |
| Admin fee / account holder | $3,210 | $6,566-51.1% | $8,355-61.6% | $6,918-53.6% |