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 | $53,007 | $53,777-1.4% | $134,143-60.5% | $79,858-33.6% |
| Participation rate | 83.3% | 58.8%+24.6pp | 72.2%+11.2pp | 69.6%+13.7pp |
| Annual return | 24.01% | 19.01%+5.0pp | 36.33%-12.3pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,445 | $1,321+9.4% | $3,704-61.0% | $2,471-41.5% |
| Participant deferral / active EE | $4,215 | $2,420+74.2% | $3,499+20.5% | $3,740+12.7% |
| Admin fee / account holder | $1,009 | $3,984-74.7% | $6,684-84.9% | $5,306-81.0% |