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 | $74,599 | $48,076+55.2% | $78,689-5.2% | $62,891+18.6% |
| Participation rate | 84.2% | 65.2%+19.0pp | 73.6%+10.6pp | 69.3%+14.9pp |
| Annual return | 5.90% | 31.35%-25.5pp | 62.18%-56.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,621 | $2,015+129.3% | $2,851+62.1% | $2,281+102.6% |
| Participant deferral / active EE | $1,347 | $2,588-48.0% | $3,517-61.7% | $3,203-57.9% |
| Admin fee / account holder | $17,275 | $3,207+438.6% | $4,510+283.0% | $4,296+302.2% |