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 6-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 | $96,235 | $138,347-30.4% | $184,203-47.8% | $80,856+19.0% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 20.61% | 20.02%+0.6pp | 28.81%-8.2pp | 35.59%-15.0pp |
| Employer contribution / active EE | $6,145 | $4,850+26.7% | $6,427-4.4% | $2,755+123.1% |
| Participant deferral / active EE | $12,706 | $7,071+79.7% | $9,131+39.2% | $4,296+195.8% |
| Admin fee / account holder | $10,053 | $10,483-4.1% | $13,901-27.7% | $6,918+45.3% |