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 | $73,659 | $65,365+12.7% | $92,893-20.7% | $72,985+0.9% |
| Participation rate | 78.9% | 68.3%+10.6pp | 76.0%+2.9pp | 69.5%+9.4pp |
| Annual return | 23.76% | 42.10%-18.3pp | 109.41%-85.7pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,921 | $2,594-25.9% | $3,653-47.4% | $2,440-21.3% |
| Participant deferral / active EE | $5,020 | $3,128+60.5% | $4,236+18.5% | $3,607+39.2% |
| Admin fee / account holder | $3,173 | $4,251-25.4% | $5,794-45.2% | $5,124-38.1% |