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 | $70,378 | $83,477-15.7% | $125,175-43.8% | $72,985-3.6% |
| Participation rate | 86.0% | 73.3%+12.7pp | 79.8%+6.2pp | 69.5%+16.5pp |
| Annual return | 24.63% | 25.78%-1.1pp | 43.79%-19.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $2,741 | $2,345+16.9% | $3,865-29.1% | $2,440+12.3% |
| Participant deferral / active EE | $5,516 | $3,585+53.9% | $4,937+11.7% | $3,607+52.9% |
| Admin fee / account holder | $852 | $5,517-84.6% | $9,702-91.2% | $5,124-83.4% |