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 7-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 | $93,481 | $68,719+36.0% | $91,541+2.1% | $84,808+10.2% |
| Participation rate | 83.8% | 64.5%+19.3pp | 69.8%+14.0pp | 68.3%+15.5pp |
| Annual return | 19.57% | 19.12%+0.5pp | 20.50%-0.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,868 | $1,920+101.5% | $2,505+54.4% | $2,631+47.0% |
| Participant deferral / active EE | $6,900 | $3,136+120.1% | $4,008+72.2% | $4,212+63.8% |
| Admin fee / account holder | $1,590 | $5,786-72.5% | $6,956-77.1% | $7,344-78.3% |