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 | $107,504 | $101,724+5.7% | $164,813-34.8% | $80,856+33.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 18.61% | 16.72%+1.9pp | 69.93%-51.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,762 | $2,953+27.4% | $4,341-13.3% | $2,755+36.6% |
| Participant deferral / active EE | $8,614 | $4,477+92.4% | $6,031+42.8% | $4,296+100.5% |
| Admin fee / account holder | $1,724 | $8,227-79.1% | $12,690-86.4% | $6,918-75.1% |