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 | $99,632 | $67,606+47.4% | $82,313+21.0% | $70,131+42.1% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.9%+9.6pp | 69.5%+16.9pp |
| Annual return | 18.27% | 21.57%-3.3pp | 25.88%-7.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $800 | $1,755-54.4% | $2,428-67.1% | $2,342-65.9% |
| Participant deferral / active EE | $3,956 | $2,987+32.4% | $3,706+6.7% | $3,332+18.7% |
| Admin fee / account holder | $307 | $4,512-93.2% | $5,608-94.5% | $4,645-93.4% |