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 4-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 | $87,904 | $106,749-17.7% | $145,433-39.6% | $82,448+6.6% |
| Participation rate | 88.6% | 75.6%+13.0pp | 82.1%+6.5pp | 68.1%+20.6pp |
| Annual return | 16.64% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $4,635 | $3,444+34.6% | $4,554+1.8% | $2,551+81.7% |
| Participant deferral / active EE | $9,476 | $6,519+45.4% | $7,897+20.0% | $4,139+128.9% |
| Admin fee / account holder | $8,668 | $8,390+3.3% | $13,129-34.0% | $7,234+19.8% |