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 | $133,695 | $102,605+30.3% | $145,661-8.2% | $84,808+57.6% |
| Participation rate | 93.5% | 74.3%+19.3pp | 77.2%+16.3pp | 68.3%+25.2pp |
| Annual return | 17.62% | 26.50%-8.9pp | 101.46%-83.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,310 | $3,325+29.6% | $4,238+1.7% | $2,631+63.8% |
| Participant deferral / active EE | $12,834 | $5,750+123.2% | $7,198+78.3% | $4,212+204.7% |
| Admin fee / account holder | $1,303 | $8,758-85.1% | $12,466-89.5% | $7,344-82.3% |