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 | $88,449 | $81,233+8.9% | $155,567-43.1% | $80,874+9.4% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 11.91% | 33.33%-21.4pp | 64.74%-52.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,961 | $3,101-4.5% | $4,674-36.7% | $2,756+7.4% |
| Participant deferral / active EE | $6,053 | $3,452+75.3% | $5,628+7.5% | $4,297+40.9% |
| Admin fee / account holder | $4,138 | $7,998-48.3% | $15,916-74.0% | $6,935-40.3% |