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 | $109,413+41.7% | $156,263-0.8% | $84,808+82.8% |
| Participation rate | 74.1% | 72.7%+1.4pp | 78.9%-4.8pp | 68.3%+5.8pp |
| Annual return | 33.90% | 20.18%+13.7pp | 59.47%-25.6pp | 40.90%-7.0pp |
| Employer contribution / active EE | $4,706 | $2,907+61.9% | $4,333+8.6% | $2,631+78.8% |
| Participant deferral / active EE | $6,467 | $4,590+40.9% | $6,158+5.0% | $4,212+53.5% |
| Admin fee / account holder | $2,423 | $9,357-74.1% | $14,255-83.0% | $7,344-67.0% |