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 | $81,184 | $101,763-20.2% | $164,866-50.8% | $80,874+0.4% |
| Participation rate | 95.9% | 71.8%+24.1pp | 78.6%+17.3pp | 67.6%+28.3pp |
| Annual return | 15.04% | 16.73%-1.7pp | 69.97%-54.9pp | 35.62%-20.6pp |
| Employer contribution / active EE | $5,002 | $2,954+69.3% | $4,343+15.2% | $2,756+81.5% |
| Participant deferral / active EE | $10,837 | $4,477+142.1% | $6,033+79.6% | $4,297+152.2% |
| Admin fee / account holder | $2,968 | $8,228-63.9% | $12,689-76.6% | $6,935-57.2% |