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 | $95,948 | $87,013+10.3% | $106,213-9.7% | $80,856+18.7% |
| Participation rate | 76.0% | 70.4%+5.6pp | 75.3%+0.7pp | 67.6%+8.4pp |
| Annual return | 14.76% | 17.05%-2.3pp | 116.14%-101.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,776 | $2,395+141.2% | $3,171+82.1% | $2,755+109.7% |
| Participant deferral / active EE | $4,513 | $3,986+13.2% | $5,016-10.0% | $4,296+5.1% |
| Admin fee / account holder | $1,711 | $8,431-79.7% | $11,033-84.5% | $6,918-75.3% |