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 | $75,239 | $106,749-29.5% | $145,433-48.3% | $82,448-8.7% |
| Participation rate | 91.3% | 75.6%+15.7pp | 82.1%+9.2pp | 68.1%+23.2pp |
| Annual return | 23.07% | 27.59%-4.5pp | 66.58%-43.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $6,652 | $3,444+93.1% | $4,554+46.1% | $2,551+160.8% |
| Participant deferral / active EE | $12,085 | $6,519+85.4% | $7,897+53.0% | $4,139+192.0% |
| Admin fee / account holder | $3,503 | $8,390-58.2% | $13,129-73.3% | $7,234-51.6% |