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 | $88,203 | $148,978-40.8% | $200,582-56.0% | $84,808+4.0% |
| Participation rate | 81.5% | 84.2%-2.7pp | 86.9%-5.4pp | 68.3%+13.2pp |
| Annual return | 22.59% | 28.16%-5.6pp | 42.33%-19.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $8,608 | $4,815+78.8% | $6,419+34.1% | $2,631+227.2% |
| Participant deferral / active EE | $12,703 | $7,142+77.9% | $9,331+36.1% | $4,212+201.6% |
| Admin fee / account holder | $302 | $13,977-97.8% | $16,305-98.2% | $7,344-95.9% |