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 4-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 | $98,145 | $138,385-29.1% | $184,200-46.7% | $80,874+21.4% |
| Participation rate | 82.8% | 83.9%-1.1pp | 86.8%-4.1pp | 67.6%+15.1pp |
| Annual return | 16.29% | 20.02%-3.7pp | 28.80%-12.5pp | 35.62%-19.3pp |
| Employer contribution / active EE | $4,281 | $4,849-11.7% | $6,424-33.4% | $2,756+55.4% |
| Participant deferral / active EE | $8,575 | $7,073+21.2% | $9,132-6.1% | $4,297+99.6% |
| Admin fee / account holder | $637 | $10,483-93.9% | $13,907-95.4% | $6,935-90.8% |