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 | $108,030 | $81,248+33.0% | $155,509-30.5% | $80,856+33.6% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 20.57% | 33.31%-12.7pp | 64.67%-44.1pp | 35.59%-15.0pp |
| Employer contribution / active EE | $2,765 | $3,100-10.8% | $4,672-40.8% | $2,755+0.4% |
| Participant deferral / active EE | $5,669 | $3,452+64.2% | $5,626+0.8% | $4,296+32.0% |
| Admin fee / account holder | $4,920 | $7,997-38.5% | $15,912-69.1% | $6,918-28.9% |