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 8-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 | $87,219 | $86,929+0.3% | $102,423-14.8% | $80,856+7.9% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.6%+11.6pp |
| Annual return | 25.53% | 18.88%+6.7pp | 29.32%-3.8pp | 35.59%-10.1pp |
| Employer contribution / active EE | $5,374 | $2,369+126.8% | $3,023+77.7% | $2,755+95.1% |
| Participant deferral / active EE | $11,959 | $4,118+190.4% | $5,053+136.7% | $4,296+178.4% |
| Admin fee / account holder | $6,687 | $8,049-16.9% | $9,451-29.2% | $6,918-3.3% |