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 | $115,635 | $73,933+56.4% | $96,683+19.6% | $75,163+53.8% |
| Participation rate | 88.5% | 66.4%+22.0pp | 74.3%+14.1pp | 67.2%+21.3pp |
| Annual return | 21.10% | 26.70%-5.6pp | 35.69%-14.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,564 | $2,928+21.7% | $3,737-4.6% | $2,670+33.5% |
| Participant deferral / active EE | $8,666 | $3,659+136.9% | $4,878+77.6% | $4,125+110.1% |
| Admin fee / account holder | $3,114 | $5,216-40.3% | $6,730-53.7% | $5,651-44.9% |