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 | $79,429 | $109,881-27.7% | $150,045-47.1% | $84,808-6.3% |
| Participation rate | 82.1% | 76.1%+6.0pp | 82.3%-0.3pp | 68.3%+13.7pp |
| Annual return | 20.43% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $4,240 | $3,561+19.1% | $4,693-9.7% | $2,631+61.2% |
| Participant deferral / active EE | $9,630 | $6,636+45.1% | $7,997+20.4% | $4,212+128.7% |
| Admin fee / account holder | $4,946 | $8,568-42.3% | $13,435-63.2% | $7,344-32.7% |