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 | $90,243 | $72,277+24.9% | $101,248-10.9% | $79,858+13.0% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 14.57% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,704 | $2,692-36.7% | $3,660-53.4% | $2,471-31.0% |
| Participant deferral / active EE | $4,614 | $3,282+40.6% | $4,370+5.6% | $3,740+23.4% |
| Admin fee / account holder | $1,931 | $4,400-56.1% | $5,945-67.5% | $5,306-63.6% |