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 | $75,907 | $58,851+29.0% | $115,157-34.1% | $72,985+4.0% |
| Participation rate | 78.6% | 65.5%+13.0pp | 75.9%+2.7pp | 69.5%+9.1pp |
| Annual return | 20.82% | 23.16%-2.3pp | 35.60%-14.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,997 | $1,798+11.1% | $3,179-37.2% | $2,440-18.1% |
| Participant deferral / active EE | $4,670 | $2,643+76.7% | $4,168+12.0% | $3,607+29.5% |
| Admin fee / account holder | $8,865 | $6,370+39.2% | $7,088+25.1% | $5,124+73.0% |