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 7-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 | $92,991 | $109,881-15.4% | $150,045-38.0% | $84,808+9.6% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.0pp | 68.3%+18.1pp |
| Annual return | 18.34% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,487 | $3,561+26.0% | $4,693-4.4% | $2,631+70.6% |
| Participant deferral / active EE | $11,005 | $6,636+65.8% | $7,997+37.6% | $4,212+161.3% |
| Admin fee / account holder | $6,561 | $8,568-23.4% | $13,435-51.2% | $7,344-10.7% |