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 | $98,636 | $87,013+13.4% | $106,213-7.1% | $80,856+22.0% |
| Participation rate | 78.9% | 70.4%+8.5pp | 75.3%+3.7pp | 67.6%+11.3pp |
| Annual return | 10.46% | 17.05%-6.6pp | 116.14%-105.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,233 | $2,395-48.5% | $3,171-61.1% | $2,755-55.3% |
| Participant deferral / active EE | $4,875 | $3,986+22.3% | $5,016-2.8% | $4,296+13.5% |
| Admin fee / account holder | $9,330 | $8,431+10.7% | $11,033-15.4% | $6,918+34.9% |