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 | $59,217 | $117,983-49.8% | $101,794-41.8% | $142,382-58.4% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.2%+9.8pp | 80.1%-1.2pp |
| Annual return | 12.41% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,892 | $2,773-31.8% | $2,289-17.3% | $4,299-56.0% |
| Participant deferral / active EE | $4,998 | $4,714+6.0% | $4,084+22.4% | $6,507-23.2% |
| Admin fee / account holder | $1,732 | $10,433-83.4% | $8,777-80.3% | $12,624-86.3% |