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 | $80,763 | $83,477-3.3% | $125,175-35.5% | $72,985+10.7% |
| Participation rate | 72.3% | 73.3%-1.0pp | 79.8%-7.4pp | 69.5%+2.9pp |
| Annual return | 23.82% | 25.78%-2.0pp | 43.79%-20.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,177 | $2,345-49.8% | $3,865-69.6% | $2,440-51.8% |
| Participant deferral / active EE | $5,627 | $3,585+57.0% | $4,937+14.0% | $3,607+56.0% |
| Admin fee / account holder | $2,548 | $5,517-53.8% | $9,702-73.7% | $5,124-50.3% |