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 | $96,315 | $109,881-12.3% | $150,045-35.8% | $84,808+13.6% |
| Participation rate | 86.8% | 76.1%+10.7pp | 82.3%+4.4pp | 68.3%+18.5pp |
| Annual return | 17.18% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,567 | $3,561-27.9% | $4,693-45.3% | $2,631-2.4% |
| Participant deferral / active EE | $7,361 | $6,636+10.9% | $7,997-8.0% | $4,212+74.8% |
| Admin fee / account holder | $9,558 | $8,568+11.6% | $13,435-28.9% | $7,344+30.1% |