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 | $94,571 | $109,881-13.9% | $150,045-37.0% | $84,808+11.5% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 22.53% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $8,145 | $3,561+128.7% | $4,693+73.6% | $2,631+209.6% |
| Participant deferral / active EE | $14,503 | $6,636+118.6% | $7,997+81.4% | $4,212+244.4% |
| Admin fee / account holder | $6,555 | $8,568-23.5% | $13,435-51.2% | $7,344-10.7% |