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 | $122,177 | $127,065-3.8% | $113,168+8.0% | $142,382-14.2% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 14.38% | 24.03%-9.6pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,007 | $3,442+74.5% | $2,975+101.9% | $4,299+39.7% |
| Participant deferral / active EE | $4,571 | $5,716-20.0% | $5,107-10.5% | $6,507-29.8% |
| Admin fee / account holder | $1,632 | $15,736-89.6% | $12,068-86.5% | $12,624-87.1% |