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 | $109,486 | $60,022+82.4% | $88,946+23.1% | $84,808+29.1% |
| Participation rate | 70.3% | 57.8%+12.4pp | 68.8%+1.4pp | 68.3%+2.0pp |
| Annual return | 17.26% | 22.43%-5.2pp | 57.82%-40.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,987 | $1,703+16.7% | $2,555-22.2% | $2,631-24.5% |
| Participant deferral / active EE | $6,102 | $3,114+96.0% | $4,581+33.2% | $4,212+44.9% |
| Admin fee / account holder | $4,526 | $4,811-5.9% | $8,261-45.2% | $7,344-38.4% |