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 | $86,606 | $138,347-37.4% | $184,203-53.0% | $80,856+7.1% |
| Participation rate | 88.5% | 83.9%+4.6pp | 86.8%+1.6pp | 67.6%+20.8pp |
| Annual return | 27.12% | 20.02%+7.1pp | 28.81%-1.7pp | 35.59%-8.5pp |
| Employer contribution / active EE | $3,532 | $4,850-27.2% | $6,427-45.1% | $2,755+28.2% |
| Participant deferral / active EE | $9,388 | $7,071+32.8% | $9,131+2.8% | $4,296+118.6% |
| Admin fee / account holder | $1,101 | $10,483-89.5% | $13,901-92.1% | $6,918-84.1% |