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 | $158,177 | $209,336-24.4% | $197,124-19.8% | $137,256+15.2% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 12.36% | 48.09%-35.7pp | 44.34%-32.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $5,961 | $6,591-9.6% | $6,227-4.3% | $4,156+43.4% |
| Participant deferral / active EE | $19,162 | $9,614+99.3% | $9,135+109.8% | $6,407+199.1% |
| Admin fee / account holder | $3,510 | $17,308-79.7% | $16,298-78.5% | $12,270-71.4% |