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 | $102,864 | $49,227+109.0% | $70,449+46.0% | $79,858+28.8% |
| Participation rate | 78.4% | 69.2%+9.3pp | 75.1%+3.4pp | 69.6%+8.8pp |
| Annual return | 11.96% | 30.06%-18.1pp | 109.03%-97.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,878 | $2,099+132.4% | $2,737+78.2% | $2,471+97.4% |
| Participant deferral / active EE | $9,906 | $2,768+257.9% | $3,709+167.1% | $3,740+164.9% |
| Admin fee / account holder | $2,066 | $2,878-28.2% | $3,845-46.3% | $5,306-61.1% |