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 | $86,310 | $89,753-3.8% | $107,525-19.7% | $84,808+1.8% |
| Participation rate | 72.3% | 68.1%+4.3pp | 75.1%-2.7pp | 68.3%+4.0pp |
| Annual return | 17.86% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,928 | $3,113-38.1% | $3,754-48.6% | $2,631-26.7% |
| Participant deferral / active EE | $5,994 | $4,056+47.8% | $5,116+17.2% | $4,212+42.3% |
| Admin fee / account holder | $916 | $7,222-87.3% | $8,919-89.7% | $7,344-87.5% |