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 | $118,253 | $86,922+36.0% | $102,438+15.4% | $80,874+46.2% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.6%+29.0pp |
| Annual return | 12.28% | 18.90%-6.6pp | 29.37%-17.1pp | 35.62%-23.3pp |
| Employer contribution / active EE | $4,455 | $2,369+88.0% | $3,024+47.3% | $2,756+61.7% |
| Participant deferral / active EE | $5,416 | $4,119+31.5% | $5,054+7.2% | $4,297+26.0% |
| Admin fee / account holder | $4,733 | $8,050-41.2% | $9,448-49.9% | $6,935-31.8% |