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 | $81,372 | $127,065-36.0% | $113,168-28.1% | $142,382-42.8% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 26.61% | 24.03%+2.6pp | 24.27%+2.3pp | 217.08%-190.5pp |
| Employer contribution / active EE | $5,106 | $3,442+48.4% | $2,975+71.6% | $4,299+18.8% |
| Participant deferral / active EE | $6,254 | $5,716+9.4% | $5,107+22.5% | $6,507-3.9% |
| Admin fee / account holder | $2,415 | $15,736-84.7% | $12,068-80.0% | $12,624-80.9% |