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 | $100,512 | $101,724-1.2% | $164,813-39.0% | $80,856+24.3% |
| Participation rate | 76.7% | 71.8%+4.8pp | 78.6%-1.9pp | 67.6%+9.0pp |
| Annual return | 14.26% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,926 | $2,953+32.9% | $4,341-9.5% | $2,755+42.5% |
| Participant deferral / active EE | $7,019 | $4,477+56.8% | $6,031+16.4% | $4,296+63.4% |
| Admin fee / account holder | $1,032 | $8,227-87.5% | $12,690-91.9% | $6,918-85.1% |