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 6-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 | $92,706 | $89,698+3.4% | $103,476-10.4% | $80,856+14.7% |
| Participation rate | 87.1% | 76.0%+11.1pp | 80.5%+6.6pp | 67.6%+19.5pp |
| Annual return | 19.31% | 22.78%-3.5pp | 23.90%-4.6pp | 35.59%-16.3pp |
| Employer contribution / active EE | $14,747 | $4,018+267.0% | $4,672+215.6% | $2,755+435.3% |
| Participant deferral / active EE | $9,126 | $5,456+67.3% | $6,623+37.8% | $4,296+112.4% |
| Admin fee / account holder | $8,283 | $6,768+22.4% | $9,413-12.0% | $6,918+19.7% |