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 3-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 | $105,220 | $138,385-24.0% | $184,200-42.9% | $80,874+30.1% |
| Participation rate | 85.2% | 83.9%+1.4pp | 86.8%-1.6pp | 67.6%+17.6pp |
| Annual return | 15.62% | 20.02%-4.4pp | 28.80%-13.2pp | 35.62%-20.0pp |
| Employer contribution / active EE | $15,203 | $4,849+213.5% | $6,424+136.7% | $2,756+451.7% |
| Participant deferral / active EE | $10,642 | $7,073+50.5% | $9,132+16.5% | $4,297+147.7% |
| Admin fee / account holder | $5,299 | $10,483-49.5% | $13,907-61.9% | $6,935-23.6% |