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 | $122,139 | $72,177+69.2% | $115,037+6.2% | $59,632+104.8% |
| Participation rate | 96.0% | 72.6%+23.4pp | 81.4%+14.6pp | 68.7%+27.3pp |
| Annual return | 2.99% | 12.02%-9.0pp | 26.14%-23.2pp | 2041.28%-2038.3pp |
| Employer contribution / active EE | $2,740 | $2,841-3.6% | $4,608-40.5% | $2,203+24.4% |
| Participant deferral / active EE | $19,471 | $4,783+307.1% | $6,026+223.1% | $3,192+510.1% |
| Admin fee / account holder | $4,567 | $4,927-7.3% | $8,175-44.1% | $4,297+6.3% |