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 | $88,992 | $109,881-19.0% | $150,045-40.7% | $84,808+4.9% |
| Participation rate | 85.4% | 76.1%+9.3pp | 82.3%+3.1pp | 68.3%+17.1pp |
| Annual return | 21.40% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $7,062 | $3,561+98.3% | $4,693+50.5% | $2,631+168.4% |
| Participant deferral / active EE | $14,356 | $6,636+116.3% | $7,997+79.5% | $4,212+240.9% |
| Admin fee / account holder | $1,392 | $8,568-83.8% | $13,435-89.6% | $7,344-81.0% |