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 | $81,265 | $57,057+42.4% | $85,009-4.4% | $80,874+0.5% |
| Participation rate | 82.9% | 56.4%+26.5pp | 67.5%+15.4pp | 67.6%+15.2pp |
| Annual return | 21.36% | 21.66%-0.3pp | 66.47%-45.1pp | 35.62%-14.3pp |
| Employer contribution / active EE | $2,676 | $1,799+48.8% | $2,728-1.9% | $2,756-2.9% |
| Participant deferral / active EE | $6,386 | $3,112+105.2% | $4,522+41.2% | $4,297+48.6% |
| Admin fee / account holder | $6,399 | $4,986+28.3% | $6,153+4.0% | $6,935-7.7% |