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 | $94,229 | $148,978-36.7% | $200,582-53.0% | $84,808+11.1% |
| Participation rate | 76.0% | 84.2%-8.2pp | 86.9%-10.9pp | 68.3%+7.7pp |
| Annual return | 17.26% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,793 | $4,815-21.2% | $6,419-40.9% | $2,631+44.2% |
| Participant deferral / active EE | $9,369 | $7,142+31.2% | $9,331+0.4% | $4,212+122.4% |
| Admin fee / account holder | $25,303 | $13,977+81.0% | $16,305+55.2% | $7,344+244.6% |