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 | $88,939 | $73,787+20.5% | $98,716-9.9% | $82,448+7.9% |
| Participation rate | 85.0% | 61.4%+23.6pp | 69.3%+15.7pp | 68.1%+16.9pp |
| Annual return | 14.51% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,055 | $1,511+102.1% | $2,279+34.1% | $2,551+19.8% |
| Participant deferral / active EE | $5,769 | $3,081+87.2% | $4,048+42.5% | $4,139+39.4% |
| Admin fee / account holder | $3,721 | $6,500-42.8% | $8,703-57.2% | $7,234-48.6% |