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 | $83,138 | $67,411+23.3% | $91,001-8.6% | $70,131+18.5% |
| Participation rate | 91.2% | 71.4%+19.9pp | 75.6%+15.6pp | 69.5%+21.7pp |
| Annual return | 16.15% | -40.16%+56.3pp | 4.60%+11.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,837 | $1,786+114.9% | $2,456+56.3% | $2,342+63.8% |
| Participant deferral / active EE | $3,641 | $2,823+29.0% | $3,547+2.6% | $3,332+9.3% |
| Admin fee / account holder | $5,274 | $4,236+24.5% | $5,417-2.6% | $4,645+13.5% |