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 | $87,663 | $80,717+8.6% | $154,803-43.4% | $84,808+3.4% |
| Participation rate | 92.5% | 66.8%+25.7pp | 78.1%+14.4pp | 68.3%+24.2pp |
| Annual return | 17.62% | 37.96%-20.3pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $8,511 | $2,761+208.2% | $4,305+97.7% | $2,631+223.5% |
| Participant deferral / active EE | $4,685 | $3,303+41.8% | $5,540-15.4% | $4,212+11.2% |
| Admin fee / account holder | $520 | $6,746-92.3% | $14,329-96.4% | $7,344-92.9% |