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 | $105,170 | $87,013+20.9% | $106,213-1.0% | $80,856+30.1% |
| Participation rate | 73.3% | 70.4%+2.9pp | 75.3%-1.9pp | 67.6%+5.7pp |
| Annual return | 15.31% | 17.05%-1.7pp | 116.14%-100.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,902 | $2,395+104.7% | $3,171+54.6% | $2,755+78.0% |
| Participant deferral / active EE | $8,287 | $3,986+107.9% | $5,016+65.2% | $4,296+92.9% |
| Admin fee / account holder | $7,882 | $8,431-6.5% | $11,033-28.6% | $6,918+13.9% |