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 | $94,298 | $108,825-13.3% | $156,181-39.6% | $82,448+14.4% |
| Participation rate | 83.1% | 72.4%+10.7pp | 78.8%+4.2pp | 68.1%+15.0pp |
| Annual return | 15.56% | 20.59%-5.0pp | 64.87%-49.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,288 | $2,870+14.6% | $4,294-23.4% | $2,551+28.9% |
| Participant deferral / active EE | $6,426 | $4,577+40.4% | $6,132+4.8% | $4,139+55.2% |
| Admin fee / account holder | $4,750 | $9,341-49.2% | $14,586-67.4% | $7,234-34.3% |