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 | $29,760 | $73,933-59.7% | $96,683-69.2% | $75,163-60.4% |
| Participation rate | 73.1% | 66.4%+6.7pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 18.21% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,142 | $2,928-26.8% | $3,737-42.7% | $2,670-19.8% |
| Participant deferral / active EE | $5,400 | $3,659+47.6% | $4,878+10.7% | $4,125+30.9% |
| Admin fee / account holder | $2,910 | $5,216-44.2% | $6,730-56.8% | $5,651-48.5% |