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 3-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 | $139,693 | $106,749+30.9% | $145,433-3.9% | $82,448+69.4% |
| Participation rate | 89.7% | 75.6%+14.1pp | 82.1%+7.6pp | 68.1%+21.7pp |
| Annual return | 19.17% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $4,215 | $3,444+22.4% | $4,554-7.5% | $2,551+65.2% |
| Participant deferral / active EE | $9,193 | $6,519+41.0% | $7,897+16.4% | $4,139+122.1% |
| Admin fee / account holder | $2,736 | $8,390-67.4% | $13,129-79.2% | $7,234-62.2% |