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 9-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 | $121,710 | $109,881+10.8% | $150,045-18.9% | $84,808+43.5% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 18.74% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,472 | $3,561-2.5% | $4,693-26.0% | $2,631+32.0% |
| Participant deferral / active EE | $5,889 | $6,636-11.2% | $7,997-26.4% | $4,212+39.8% |
| Admin fee / account holder | $401 | $8,568-95.3% | $13,435-97.0% | $7,344-94.5% |