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 5-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 | $85,752 | $106,749-19.7% | $145,433-41.0% | $82,448+4.0% |
| Participation rate | 87.9% | 75.6%+12.2pp | 82.1%+5.8pp | 68.1%+19.8pp |
| Annual return | 16.40% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $12,553 | $3,444+264.4% | $4,554+175.6% | $2,551+392.1% |
| Participant deferral / active EE | $8,035 | $6,519+23.3% | $7,897+1.7% | $4,139+94.1% |
| Admin fee / account holder | $2,938 | $8,390-65.0% | $13,129-77.6% | $7,234-59.4% |