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 | $51,695 | $60,022-13.9% | $88,946-41.9% | $84,808-39.0% |
| Participation rate | 83.3% | 57.8%+25.5pp | 68.8%+14.5pp | 68.3%+15.0pp |
| Annual return | 15.92% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,068 | $1,703+138.9% | $2,555+59.2% | $2,631+54.6% |
| Participant deferral / active EE | $8,211 | $3,114+163.7% | $4,581+79.2% | $4,212+95.0% |
| Admin fee / account holder | $10,743 | $4,811+123.3% | $8,261+30.0% | $7,344+46.3% |