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 | $102,039 | $109,881-7.1% | $150,045-32.0% | $84,808+20.3% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 22.44% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $4,342 | $3,561+21.9% | $4,693-7.5% | $2,631+65.0% |
| Participant deferral / active EE | $13,151 | $6,636+98.2% | $7,997+64.5% | $4,212+212.3% |
| Admin fee / account holder | $5,988 | $8,568-30.1% | $13,435-55.4% | $7,344-18.5% |