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 7-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 | $82,854 | $87,013-4.8% | $106,213-22.0% | $80,856+2.5% |
| Participation rate | 81.7% | 70.4%+11.2pp | 75.3%+6.4pp | 67.6%+14.0pp |
| Annual return | 27.58% | 17.05%+10.5pp | 116.14%-88.6pp | 35.59%-8.0pp |
| Employer contribution / active EE | $2,922 | $2,395+22.0% | $3,171-7.9% | $2,755+6.1% |
| Participant deferral / active EE | $6,429 | $3,986+61.3% | $5,016+28.2% | $4,296+49.6% |
| Admin fee / account holder | $1,025 | $8,431-87.8% | $11,033-90.7% | $6,918-85.2% |