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 | $84,420 | $109,413-22.8% | $156,263-46.0% | $84,808-0.5% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 18.83% | 20.18%-1.3pp | 59.47%-40.6pp | 40.90%-22.1pp |
| Employer contribution / active EE | $4,380 | $2,907+50.7% | $4,333+1.1% | $2,631+66.5% |
| Participant deferral / active EE | $5,406 | $4,590+17.8% | $6,158-12.2% | $4,212+28.4% |
| Admin fee / account holder | $1,550 | $9,357-83.4% | $14,255-89.1% | $7,344-78.9% |