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 | $95,453-0.5% | $112,040-15.3% | $82,448+15.2% |
| Participation rate | 84.2% | 72.8%+11.5pp | 76.5%+7.7pp | 68.1%+16.1pp |
| Annual return | 26.55% | 23.92%+2.6pp | 24.52%+2.0pp | 41.64%-15.1pp |
| Employer contribution / active EE | $8,192 | $2,318+253.4% | $2,954+177.3% | $2,551+221.1% |
| Participant deferral / active EE | $14,794 | $4,224+250.3% | $5,098+190.2% | $4,139+257.4% |
| Admin fee / account holder | $4,950 | $9,013-45.1% | $12,098-59.1% | $7,234-31.6% |