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 | $81,793 | $101,724-19.6% | $164,813-50.4% | $80,856+1.2% |
| Participation rate | 73.5% | 71.8%+1.6pp | 78.6%-5.1pp | 67.6%+5.8pp |
| Annual return | 13.17% | 16.72%-3.5pp | 69.93%-56.8pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,307 | $2,953+12.0% | $4,341-23.8% | $2,755+20.0% |
| Participant deferral / active EE | $7,200 | $4,477+60.8% | $6,031+19.4% | $4,296+67.6% |
| Admin fee / account holder | $1,309 | $8,227-84.1% | $12,690-89.7% | $6,918-81.1% |