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 | $102,337 | $78,422+30.5% | $95,952+6.7% | $79,858+28.1% |
| Participation rate | 86.5% | 73.5%+13.0pp | 77.1%+9.4pp | 69.6%+16.9pp |
| Annual return | 21.01% | 19.37%+1.6pp | 91.61%-70.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,805 | $1,945+44.2% | $2,541+10.4% | $2,471+13.5% |
| Participant deferral / active EE | $6,313 | $3,440+83.5% | $4,167+51.5% | $3,740+68.8% |
| Admin fee / account holder | $1,897 | $5,622-66.3% | $6,795-72.1% | $5,306-64.3% |