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 | $45,858 | $83,477-45.1% | $125,175-63.4% | $72,985-37.2% |
| Participation rate | 73.6% | 73.3%+0.3pp | 79.8%-6.2pp | 69.5%+4.1pp |
| Annual return | 22.06% | 25.78%-3.7pp | 43.79%-21.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $3,067 | $2,345+30.8% | $3,865-20.6% | $2,440+25.7% |
| Participant deferral / active EE | $6,883 | $3,585+92.0% | $4,937+39.4% | $3,607+90.8% |
| Admin fee / account holder | $15,867 | $5,517+187.6% | $9,702+63.5% | $5,124+209.6% |