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 | $70,337 | $74,927-6.1% | $101,794-30.9% | $84,808-17.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 16.65% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,173 | $1,522+239.9% | $2,289+126.0% | $2,631+96.6% |
| Participant deferral / active EE | $6,433 | $3,099+107.6% | $4,084+57.5% | $4,212+52.8% |
| Admin fee / account holder | $855 | $6,514-86.9% | $8,777-90.3% | $7,344-88.4% |