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 8-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 | $88,201 | $59,839+47.4% | $81,983+7.6% | $79,858+10.4% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.2%+19.6pp | 69.6%+19.3pp |
| Annual return | 11.13% | 17.56%-6.4pp | 41.31%-30.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $4,124 | $1,713+140.7% | $2,498+65.1% | $2,471+66.9% |
| Participant deferral / active EE | $6,707 | $2,695+148.9% | $3,722+80.2% | $3,740+79.3% |
| Admin fee / account holder | $12,591 | $4,287+193.7% | $5,664+122.3% | $5,306+137.3% |