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 | $97,279 | $109,413-11.1% | $156,263-37.7% | $84,808+14.7% |
| Participation rate | 74.1% | 72.7%+1.4pp | 78.9%-4.8pp | 68.3%+5.8pp |
| Annual return | 16.75% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,284 | $2,907+13.0% | $4,333-24.2% | $2,631+24.8% |
| Participant deferral / active EE | $7,085 | $4,590+54.4% | $6,158+15.0% | $4,212+68.2% |
| Admin fee / account holder | $4,849 | $9,357-48.2% | $14,255-66.0% | $7,344-34.0% |