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 | $124,419 | $73,933+68.3% | $96,683+28.7% | $75,163+65.5% |
| Participation rate | 75.6% | 66.4%+9.2pp | 74.3%+1.3pp | 67.2%+8.4pp |
| Annual return | 16.66% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,535 | $2,928-13.4% | $3,737-32.2% | $2,670-5.1% |
| Participant deferral / active EE | $7,571 | $3,659+106.9% | $4,878+55.2% | $4,125+83.5% |
| Admin fee / account holder | $9,684 | $5,216+85.7% | $6,730+43.9% | $5,651+71.4% |