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 | $98,408 | $93,571+5.2% | $135,903-27.6% | $75,163+30.9% |
| Participation rate | 87.0% | 75.2%+11.8pp | 81.9%+5.0pp | 67.2%+19.8pp |
| Annual return | 19.02% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $5,152 | $3,537+45.7% | $4,856+6.1% | $2,670+93.0% |
| Participant deferral / active EE | $10,526 | $6,404+64.4% | $7,758+35.7% | $4,125+155.2% |
| Admin fee / account holder | $1,736 | $6,975-75.1% | $10,762-83.9% | $5,651-69.3% |