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 | $86,387 | $148,978-42.0% | $200,582-56.9% | $84,808+1.9% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 20.87% | 28.16%-7.3pp | 42.33%-21.5pp | 40.90%-20.0pp |
| Employer contribution / active EE | $9,271 | $4,815+92.5% | $6,419+44.4% | $2,631+252.4% |
| Participant deferral / active EE | $11,110 | $7,142+55.6% | $9,331+19.1% | $4,212+163.8% |
| Admin fee / account holder | $7,788 | $13,977-44.3% | $16,305-52.2% | $7,344+6.1% |