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 | $65,116 | $106,749-39.0% | $145,433-55.2% | $82,448-21.0% |
| Participation rate | 74.2% | 75.6%-1.5pp | 82.1%-7.9pp | 68.1%+6.1pp |
| Annual return | 25.31% | 27.59%-2.3pp | 66.58%-41.3pp | 41.64%-16.3pp |
| Employer contribution / active EE | $6,012 | $3,444+74.5% | $4,554+32.0% | $2,551+135.7% |
| Participant deferral / active EE | $10,983 | $6,519+68.5% | $7,897+39.1% | $4,139+165.3% |
| Admin fee / account holder | $1,314 | $8,390-84.3% | $13,129-90.0% | $7,234-81.8% |