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 | $106,531 | $80,717+32.0% | $154,803-31.2% | $84,808+25.6% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 19.48% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,706 | $2,761-38.2% | $4,305-60.4% | $2,631-35.2% |
| Participant deferral / active EE | $3,678 | $3,303+11.3% | $5,540-33.6% | $4,212-12.7% |
| Admin fee / account holder | $742 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |