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 | $81,071 | $86,891-6.7% | $142,449-43.1% | $75,163+7.9% |
| Participation rate | 88.0% | 68.5%+19.5pp | 76.8%+11.2pp | 67.2%+20.8pp |
| Annual return | 17.73% | 23.31%-5.6pp | 19.99%-2.3pp | 160.62%-142.9pp |
| Employer contribution / active EE | $4,554 | $3,355+35.7% | $4,847-6.1% | $2,670+70.6% |
| Participant deferral / active EE | $6,201 | $4,938+25.6% | $6,283-1.3% | $4,125+50.3% |
| Admin fee / account holder | $2,076 | $7,299-71.6% | $10,011-79.3% | $5,651-63.3% |