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 | $20,426 | $70,475-71.0% | $100,516-79.7% | $79,858-74.4% |
| Participation rate | 73.7% | 73.7%0pp | 79.4%-5.7pp | 69.6%+4.1pp |
| Annual return | 19.18% | 21.90%-2.7pp | 30.89%-11.7pp | 31.71%-12.5pp |
| Employer contribution / active EE | $3,137 | $2,165+44.9% | $3,418-8.2% | $2,471+26.9% |
| Participant deferral / active EE | $7,602 | $5,181+46.7% | $6,270+21.2% | $3,740+103.3% |
| Admin fee / account holder | $7,738 | $4,478+72.8% | $8,081-4.2% | $5,306+45.8% |