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 | $104,838 | $57,016+83.9% | $84,966+23.4% | $80,856+29.7% |
| Participation rate | 81.5% | 56.3%+25.1pp | 67.5%+14.0pp | 67.6%+13.8pp |
| Annual return | 14.74% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,620 | $1,798+101.4% | $2,727+32.8% | $2,755+31.4% |
| Participant deferral / active EE | $7,752 | $3,110+149.3% | $4,519+71.5% | $4,296+80.5% |
| Admin fee / account holder | $852 | $4,980-82.9% | $6,149-86.1% | $6,918-87.7% |