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 | $109,029 | $109,881-0.8% | $150,045-27.3% | $84,808+28.6% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.9pp | 68.3%+27.9pp |
| Annual return | 16.20% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,741 | $3,561+5.1% | $4,693-20.3% | $2,631+42.2% |
| Participant deferral / active EE | $13,944 | $6,636+110.1% | $7,997+74.4% | $4,212+231.1% |
| Admin fee / account holder | $10,789 | $8,568+25.9% | $13,435-19.7% | $7,344+46.9% |