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 | $102,819 | $65,365+57.3% | $92,893+10.7% | $72,985+40.9% |
| Participation rate | 91.2% | 68.3%+22.9pp | 76.0%+15.2pp | 69.5%+21.7pp |
| Annual return | 19.06% | 42.10%-23.0pp | 109.41%-90.4pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,370 | $2,594-8.6% | $3,653-35.1% | $2,440-2.8% |
| Participant deferral / active EE | $2,560 | $3,128-18.2% | $4,236-39.6% | $3,607-29.0% |
| Admin fee / account holder | $3,075 | $4,251-27.7% | $5,794-46.9% | $5,124-40.0% |