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 | $47,744 | $59,101-19.2% | $77,163-38.1% | $75,163-36.5% |
| Participation rate | 84.0% | 63.9%+20.1pp | 69.6%+14.4pp | 67.2%+16.8pp |
| Annual return | 16.59% | 26.71%-10.1pp | 37.87%-21.3pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,353 | $1,995+17.9% | $2,535-7.2% | $2,670-11.9% |
| Participant deferral / active EE | $5,344 | $2,999+78.2% | $3,833+39.4% | $4,125+29.6% |
| Admin fee / account holder | $481 | $4,774-89.9% | $5,472-91.2% | $5,651-91.5% |