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 | $99,897 | $79,944+25.0% | $98,439+1.5% | $75,163+32.9% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.2%+4.8pp | 67.2%+12.8pp |
| Annual return | 14.82% | 19.75%-4.9pp | 21.16%-6.3pp | 160.62%-145.8pp |
| Employer contribution / active EE | $4,802 | $2,264+112.1% | $3,048+57.5% | $2,670+79.9% |
| Participant deferral / active EE | $2,455 | $3,752-34.6% | $4,738-48.2% | $4,125-40.5% |
| Admin fee / account holder | $7,613 | $6,840+11.3% | $8,948-14.9% | $5,651+34.7% |