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 7-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 | $94,939 | $95,803-0.9% | $113,168-16.1% | $84,808+11.9% |
| Participation rate | 84.2% | 72.9%+11.3pp | 76.6%+7.6pp | 68.3%+15.9pp |
| Annual return | 26.55% | 25.00%+1.5pp | 24.27%+2.3pp | 40.90%-14.3pp |
| Employer contribution / active EE | $8,192 | $2,360+247.1% | $2,975+175.3% | $2,631+211.4% |
| Participant deferral / active EE | $14,794 | $4,242+248.7% | $5,107+189.7% | $4,212+251.3% |
| Admin fee / account holder | $4,950 | $8,989-44.9% | $12,068-59.0% | $7,344-32.6% |