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 | $196,536 | $95,803+105.1% | $113,168+73.7% | $84,808+131.7% |
| Participation rate | 78.8% | 72.9%+6.0pp | 76.6%+2.3pp | 68.3%+10.5pp |
| Annual return | 14.93% | 25.00%-10.1pp | 24.27%-9.3pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,997 | $2,360+111.7% | $2,975+68.0% | $2,631+89.9% |
| Participant deferral / active EE | $8,716 | $4,242+105.5% | $5,107+70.7% | $4,212+107.0% |
| Admin fee / account holder | $14,810 | $8,989+64.8% | $12,068+22.7% | $7,344+101.7% |