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 6-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 | $84,129 | $65,685+28.1% | $57,179+47.1% | $273,961-69.3% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 5.88% | 21.99%-16.1pp | 14.59%-8.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $9,893 | $3,279+201.8% | $2,682+268.8% | $4,869+103.2% |
| Participant deferral / active EE | $5,643 | $3,782+49.2% | $3,096+82.3% | $5,287+6.7% |
| Admin fee / account holder | $1,407 | $4,835-70.9% | $3,139-55.2% | $10,132-86.1% |