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 | $56,630 | $43,327+30.7% | $59,878-5.4% | $64,186-11.8% |
| Participation rate | 95.1% | 69.2%+26.0pp | 74.7%+20.4pp | 69.6%+25.6pp |
| Annual return | 11.19% | -1.55%+12.7pp | 3.46%+7.7pp | 7.63%+3.6pp |
| Employer contribution / active EE | $2,072 | $2,028+2.1% | $2,722-23.9% | $2,381-13.0% |
| Participant deferral / active EE | $3,068 | $2,546+20.5% | $3,402-9.8% | $3,470-11.6% |
| Admin fee / account holder | $809 | $3,005-73.1% | $3,590-77.5% | $4,888-83.5% |