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 6-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 | $55,716 | $118,450-53.0% | $98,439-43.4% | $139,434-60.0% |
| Participation rate | 76.9% | 77.4%-0.5pp | 75.2%+1.8pp | 80.3%-3.4pp |
| Annual return | 16.77% | 18.94%-2.2pp | 21.16%-4.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $9,019 | $3,609+149.9% | $3,048+195.9% | $4,751+89.8% |
| Participant deferral / active EE | $6,258 | $5,392+16.1% | $4,738+32.1% | $6,710-6.7% |
| Admin fee / account holder | $9,522 | $14,026-32.1% | $8,948+6.4% | $11,403-16.5% |