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 | $30,728 | $86,922-64.6% | $102,438-70.0% | $80,874-62.0% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 17.07% | 18.90%-1.8pp | 29.37%-12.3pp | 35.62%-18.5pp |
| Employer contribution / active EE | $3,035 | $2,369+28.1% | $3,024+0.4% | $2,756+10.1% |
| Participant deferral / active EE | $5,344 | $4,119+29.7% | $5,054+5.7% | $4,297+24.4% |
| Admin fee / account holder | $4,467 | $8,050-44.5% | $9,448-52.7% | $6,935-35.6% |