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 | $77,083 | $117,983-34.7% | $101,794-24.3% | $142,382-45.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 14.41% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,751 | $2,773+35.3% | $2,289+63.9% | $4,299-12.7% |
| Participant deferral / active EE | $6,914 | $4,714+46.7% | $4,084+69.3% | $6,507+6.2% |
| Admin fee / account holder | $3,394 | $10,433-67.5% | $8,777-61.3% | $12,624-73.1% |