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 | $69,683 | $46,553+49.7% | $64,056+8.8% | $75,163-7.3% |
| Participation rate | 72.3% | 65.9%+6.4pp | 72.3%0pp | 67.2%+5.1pp |
| Annual return | 19.81% | 26.03%-6.2pp | 33.69%-13.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $8,730 | $1,974+342.3% | $2,747+217.9% | $2,670+227.0% |
| Participant deferral / active EE | $6,206 | $2,837+118.8% | $3,880+60.0% | $4,125+50.5% |
| Admin fee / account holder | $9,599 | $2,952+225.2% | $3,068+212.9% | $5,651+69.9% |