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 | $120,827 | $81,248+48.7% | $155,509-22.3% | $80,856+49.4% |
| Participation rate | 77.4% | 66.2%+11.2pp | 78.2%-0.8pp | 67.6%+9.8pp |
| Annual return | 13.27% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,780 | $3,100-10.3% | $4,672-40.5% | $2,755+0.9% |
| Participant deferral / active EE | $5,909 | $3,452+71.2% | $5,626+5.0% | $4,296+37.6% |
| Admin fee / account holder | $799 | $7,997-90.0% | $15,912-95.0% | $6,918-88.4% |