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 | $97,449 | $101,724-4.2% | $164,813-40.9% | $80,856+20.5% |
| Participation rate | 72.7% | 71.8%+0.9pp | 78.6%-5.9pp | 67.6%+5.1pp |
| Annual return | 26.22% | 16.72%+9.5pp | 69.93%-43.7pp | 35.59%-9.4pp |
| Employer contribution / active EE | $6,315 | $2,953+113.8% | $4,341+45.5% | $2,755+129.2% |
| Participant deferral / active EE | $16,729 | $4,477+273.6% | $6,031+177.4% | $4,296+289.4% |
| Admin fee / account holder | $5,396 | $8,227-34.4% | $12,690-57.5% | $6,918-22.0% |