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 8-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 | $94,554 | $78,672+20.2% | $109,143-13.4% | $85,850+10.1% |
| Participation rate | 78.8% | 68.3%+10.5pp | 75.9%+2.9pp | 69.3%+9.5pp |
| Annual return | 14.28% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $6,649 | $2,735+143.1% | $3,722+78.6% | $2,565+159.2% |
| Participant deferral / active EE | $5,551 | $3,467+60.1% | $4,653+19.3% | $3,952+40.5% |
| Admin fee / account holder | $482 | $5,469-91.2% | $6,752-92.9% | $6,260-92.3% |