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 | $57,057+83.7% | $85,009+23.3% | $80,874+29.6% |
| Participation rate | 81.5% | 56.4%+25.1pp | 67.5%+14.0pp | 67.6%+13.8pp |
| Annual return | 14.74% | 21.66%-6.9pp | 66.47%-51.7pp | 35.62%-20.9pp |
| Employer contribution / active EE | $3,620 | $1,799+101.3% | $2,728+32.7% | $2,756+31.4% |
| Participant deferral / active EE | $7,752 | $3,112+149.1% | $4,522+71.4% | $4,297+80.4% |
| Admin fee / account holder | $852 | $4,986-82.9% | $6,153-86.1% | $6,935-87.7% |