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 | $98,508 | $93,571+5.3% | $135,903-27.5% | $75,163+31.1% |
| Participation rate | 95.3% | 75.2%+20.2pp | 81.9%+13.4pp | 67.2%+28.2pp |
| Annual return | 17.25% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,657 | $3,537+3.4% | $4,856-24.7% | $2,670+37.0% |
| Participant deferral / active EE | $9,509 | $6,404+48.5% | $7,758+22.6% | $4,125+130.5% |
| Admin fee / account holder | $16,727 | $6,975+139.8% | $10,762+55.4% | $5,651+196.0% |