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 | $100,408 | $73,933+35.8% | $96,683+3.9% | $75,163+33.6% |
| Participation rate | 87.1% | 66.4%+20.7pp | 74.3%+12.8pp | 67.2%+19.9pp |
| Annual return | 16.21% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $6,882 | $2,928+135.1% | $3,737+84.2% | $2,670+157.8% |
| Participant deferral / active EE | $6,667 | $3,659+82.2% | $4,878+36.7% | $4,125+61.6% |
| Admin fee / account holder | $4,169 | $5,216-20.1% | $6,730-38.0% | $5,651-26.2% |