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 | $80,133 | $149,679-46.5% | $117,039-31.5% | $147,584-45.7% |
| Participation rate | 92.9% | 83.5%+9.4pp | 77.2%+15.7pp | 82.8%+10.0pp |
| Annual return | 19.86% | 19.31%+0.5pp | 18.95%+0.9pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,156 | $4,937-56.3% | $3,785-43.0% | $4,876-55.8% |
| Participant deferral / active EE | $5,671 | $4,912+15.5% | $3,929+44.3% | $5,439+4.3% |
| Admin fee / account holder | $6,295 | $7,856-19.9% | $5,974+5.4% | $10,885-42.2% |