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 | $120,095 | $87,013+38.0% | $106,213+13.1% | $80,856+48.5% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.3%+12.2pp | 67.6%+19.9pp |
| Annual return | 20.53% | 17.05%+3.5pp | 116.14%-95.6pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,455 | $2,395-39.2% | $3,171-54.1% | $2,755-47.2% |
| Participant deferral / active EE | $6,594 | $3,986+65.4% | $5,016+31.5% | $4,296+53.5% |
| Admin fee / account holder | $920 | $8,431-89.1% | $11,033-91.7% | $6,918-86.7% |