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 | $108,191 | $109,881-1.5% | $150,045-27.9% | $84,808+27.6% |
| Participation rate | 74.5% | 76.1%-1.6pp | 82.3%-7.9pp | 68.3%+6.2pp |
| Annual return | 28.32% | 28.25%+0.1pp | 62.55%-34.2pp | 40.90%-12.6pp |
| Employer contribution / active EE | $2,635 | $3,561-26.0% | $4,693-43.9% | $2,631+0.2% |
| Participant deferral / active EE | $6,736 | $6,636+1.5% | $7,997-15.8% | $4,212+59.9% |
| Admin fee / account holder | $5,534 | $8,568-35.4% | $13,435-58.8% | $7,344-24.6% |