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 | $92,827 | $146,267-36.5% | $197,124-52.9% | $82,448+12.6% |
| Participation rate | 97.1% | 84.0%+13.0pp | 86.7%+10.3pp | 68.1%+29.0pp |
| Annual return | 15.18% | 29.61%-14.4pp | 44.34%-29.2pp | 41.64%-26.5pp |
| Employer contribution / active EE | $4,161 | $4,723-11.9% | $6,227-33.2% | $2,551+63.1% |
| Participant deferral / active EE | $9,853 | $7,035+40.1% | $9,135+7.9% | $4,139+138.0% |
| Admin fee / account holder | $3,848 | $14,422-73.3% | $16,298-76.4% | $7,234-46.8% |