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 5-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 | $106,904 | $109,413-2.3% | $156,263-31.6% | $84,808+26.1% |
| Participation rate | 87.5% | 72.7%+14.8pp | 78.9%+8.6pp | 68.3%+19.2pp |
| Annual return | 30.58% | 20.18%+10.4pp | 59.47%-28.9pp | 40.90%-10.3pp |
| Employer contribution / active EE | $1,412 | $2,907-51.4% | $4,333-67.4% | $2,631-46.3% |
| Participant deferral / active EE | $3,314 | $4,590-27.8% | $6,158-46.2% | $4,212-21.3% |
| Admin fee / account holder | $903 | $9,357-90.4% | $14,255-93.7% | $7,344-87.7% |