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 6-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 | $155,047 | $108,825+42.5% | $156,181-0.7% | $82,448+88.1% |
| Participation rate | 74.1% | 72.4%+1.7pp | 78.8%-4.8pp | 68.1%+6.0pp |
| Annual return | 33.90% | 20.59%+13.3pp | 64.87%-31.0pp | 41.64%-7.7pp |
| Employer contribution / active EE | $4,706 | $2,870+64.0% | $4,294+9.6% | $2,551+84.5% |
| Participant deferral / active EE | $6,467 | $4,577+41.3% | $6,132+5.5% | $4,139+56.2% |
| Admin fee / account holder | $2,423 | $9,341-74.1% | $14,586-83.4% | $7,234-66.5% |