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 4-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 | $89,713 | $102,245-12.3% | $89,340+0.4% | $137,256-34.6% |
| Participation rate | 82.4% | 74.9%+7.5pp | 69.6%+12.8pp | 80.0%+2.4pp |
| Annual return | 18.34% | 21.89%-3.6pp | 20.57%-2.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,625 | $2,529+3.8% | $2,231+17.6% | $4,156-36.8% |
| Participant deferral / active EE | $6,444 | $4,436+45.2% | $3,823+68.6% | $6,407+0.6% |
| Admin fee / account holder | $6,013 | $8,085-25.6% | $6,704-10.3% | $12,270-51.0% |