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 | $94,653 | $93,571+1.2% | $135,903-30.4% | $75,163+25.9% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 21.15% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,699 | $3,537+4.6% | $4,856-23.8% | $2,670+38.6% |
| Participant deferral / active EE | $4,272 | $6,404-33.3% | $7,758-44.9% | $4,125+3.6% |
| Admin fee / account holder | $821 | $6,975-88.2% | $10,762-92.4% | $5,651-85.5% |