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 3-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 | $91,046 | $95,266-4.4% | $82,389+10.5% | $142,382-36.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 12.19% | 25.74%-13.5pp | 28.67%-16.5pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,165 | $2,991-27.6% | $2,517-14.0% | $4,299-49.7% |
| Participant deferral / active EE | $8,012 | $4,809+66.6% | $4,155+92.9% | $6,507+23.1% |
| Admin fee / account holder | $325 | $8,563-96.2% | $7,231-95.5% | $12,624-97.4% |