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 | $106,749+2.1% | $145,433-25.0% | $82,448+32.2% |
| Participation rate | 96.2% | 75.6%+20.6pp | 82.1%+14.1pp | 68.1%+28.2pp |
| Annual return | 16.20% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,741 | $3,444+8.6% | $4,554-17.9% | $2,551+46.7% |
| Participant deferral / active EE | $13,944 | $6,519+113.9% | $7,897+76.6% | $4,139+236.9% |
| Admin fee / account holder | $10,789 | $8,390+28.6% | $13,129-17.8% | $7,234+49.1% |