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 5-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 | $118,810 | $123,793-4.0% | $177,821-33.2% | $79,858+48.8% |
| Participation rate | 96.2% | 84.7%+11.5pp | 87.7%+8.4pp | 69.6%+26.5pp |
| Annual return | 19.82% | 22.82%-3.0pp | 48.32%-28.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $12,257 | $4,095+199.3% | $5,918+107.1% | $2,471+396.1% |
| Participant deferral / active EE | $15,930 | $5,956+167.4% | $7,714+106.5% | $3,740+325.9% |
| Admin fee / account holder | $3,493 | $7,243-51.8% | $12,427-71.9% | $5,306-34.2% |