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 3-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 | $93,747 | $78,520+19.4% | $96,576-2.9% | $82,448+13.7% |
| Participation rate | 85.2% | 77.7%+7.5pp | 81.4%+3.7pp | 68.1%+17.1pp |
| Annual return | 19.45% | 41.30%-21.9pp | 38.47%-19.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $5,244 | $2,630+99.4% | $3,553+47.6% | $2,551+105.6% |
| Participant deferral / active EE | $14,766 | $6,754+118.6% | $7,956+85.6% | $4,139+256.7% |
| Admin fee / account holder | $10,538 | $13,455-21.7% | $11,381-7.4% | $7,234+45.7% |