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 | $114,254 | $148,978-23.3% | $200,582-43.0% | $84,808+34.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 34.60% | 28.16%+6.4pp | 42.33%-7.7pp | 40.90%-6.3pp |
| Employer contribution / active EE | $5,577 | $4,815+15.8% | $6,419-13.1% | $2,631+112.0% |
| Participant deferral / active EE | $11,147 | $7,142+56.1% | $9,331+19.5% | $4,212+164.7% |
| Admin fee / account holder | $15,167 | $13,977+8.5% | $16,305-7.0% | $7,344+106.5% |