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 | $99,821 | $89,753+11.2% | $107,525-7.2% | $84,808+17.7% |
| Participation rate | 88.2% | 68.1%+20.2pp | 75.1%+13.2pp | 68.3%+19.9pp |
| Annual return | 16.01% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,400 | $3,113+73.4% | $3,754+43.9% | $2,631+105.2% |
| Participant deferral / active EE | $8,249 | $4,056+103.4% | $5,116+61.3% | $4,212+95.9% |
| Admin fee / account holder | $6,121 | $7,222-15.3% | $8,919-31.4% | $7,344-16.7% |