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 | $54,146 | $49,915+8.5% | $154,803-65.0% | $74,304-27.1% |
| Participation rate | 79.2% | 54.0%+25.2pp | 78.1%+1.1pp | 60.3%+18.8pp |
| Annual return | 20.21% | 34.06%-13.8pp | 58.88%-38.7pp | 29.43%-9.2pp |
| Employer contribution / active EE | $2,599 | $1,611+61.3% | $4,305-39.6% | $2,241+16.0% |
| Participant deferral / active EE | $5,942 | $2,255+163.5% | $5,540+7.2% | $3,767+57.7% |
| Admin fee / account holder | $4,189 | $2,189+91.4% | $14,329-70.8% | $2,969+41.1% |