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 6-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 | $104,726 | $109,413-4.3% | $156,263-33.0% | $84,808+23.5% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 22.68% | 20.18%+2.5pp | 59.47%-36.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $3,775 | $2,907+29.9% | $4,333-12.9% | $2,631+43.5% |
| Participant deferral / active EE | $8,208 | $4,590+78.8% | $6,158+33.3% | $4,212+94.9% |
| Admin fee / account holder | $5,769 | $9,357-38.3% | $14,255-59.5% | $7,344-21.4% |