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 9-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 | $106,688 | $181,894-41.3% | $156,549-31.9% | $273,961-61.1% |
| Participation rate | 95.8% | 88.4%+7.4pp | 84.0%+11.8pp | 83.0%+12.8pp |
| Annual return | 5.89% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $13,836 | $6,248+121.5% | $5,501+151.5% | $4,869+184.2% |
| Participant deferral / active EE | $12,925 | $5,550+132.9% | $4,871+165.3% | $5,287+144.5% |
| Admin fee / account holder | $19,897 | $15,559+27.9% | $13,027+52.7% | $10,132+96.4% |