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 | $55,874 | $106,749-47.7% | $145,433-61.6% | $82,448-32.2% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 26.43% | 27.59%-1.2pp | 66.58%-40.1pp | 41.64%-15.2pp |
| Employer contribution / active EE | $5,407 | $3,444+57.0% | $4,554+18.7% | $2,551+112.0% |
| Participant deferral / active EE | $8,400 | $6,519+28.9% | $7,897+6.4% | $4,139+102.9% |
| Admin fee / account holder | $5,122 | $8,390-39.0% | $13,129-61.0% | $7,234-29.2% |