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 3-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 | $85,001 | $57,541+47.7% | $95,745-11.2% | $75,163+13.1% |
| Participation rate | 92.3% | 62.5%+29.8pp | 72.3%+20.0pp | 67.2%+25.1pp |
| Annual return | 29.00% | 34.93%-5.9pp | 28.35%+0.6pp | 160.62%-131.6pp |
| Employer contribution / active EE | $6,836 | $1,808+278.1% | $2,835+141.2% | $2,670+156.0% |
| Participant deferral / active EE | $8,649 | $3,074+181.4% | $4,245+103.8% | $4,125+109.7% |
| Admin fee / account holder | $1,897 | $4,099-53.7% | $5,678-66.6% | $5,651-66.4% |