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 | $82,796 | $100,326-17.5% | $180,183-54.0% | $84,808-2.4% |
| Participation rate | 95.8% | 71.0%+24.8pp | 77.4%+18.4pp | 68.3%+27.5pp |
| Annual return | 16.64% | 17.86%-1.2pp | 27.86%-11.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $9,409 | $3,269+187.8% | $5,039+86.7% | $2,631+257.6% |
| Participant deferral / active EE | $12,351 | $5,066+143.8% | $6,822+81.0% | $4,212+193.3% |
| Admin fee / account holder | $4,772 | $9,674-50.7% | $19,975-76.1% | $7,344-35.0% |