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 8-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 | $101,624 | $81,460+24.8% | $103,333-1.7% | $80,856+25.7% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.6%+20.6pp |
| Annual return | 10.46% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,417 | $3,105+10.0% | $3,868-11.7% | $2,755+24.0% |
| Participant deferral / active EE | $6,761 | $3,869+74.8% | $5,057+33.7% | $4,296+57.4% |
| Admin fee / account holder | $6,803 | $6,566+3.6% | $8,355-18.6% | $6,918-1.7% |