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 | $68,820 | $172,111-60.0% | $150,298-54.2% | $137,256-49.9% |
| Participation rate | 81.0% | 81.7%-0.8pp | 77.8%+3.2pp | 80.0%+1.0pp |
| Annual return | 17.06% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,087 | $4,636-55.0% | $4,154-49.7% | $4,156-49.8% |
| Participant deferral / active EE | $6,916 | $6,166+12.2% | $5,453+26.8% | $6,407+8.0% |
| Admin fee / account holder | $452 | $16,471-97.3% | $14,116-96.8% | $12,270-96.3% |