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 | $82,117 | $109,881-25.3% | $150,045-45.3% | $84,808-3.2% |
| Participation rate | 92.2% | 76.1%+16.1pp | 82.3%+9.9pp | 68.3%+23.9pp |
| Annual return | 17.51% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,767 | $3,561+33.9% | $4,693+1.6% | $2,631+81.2% |
| Participant deferral / active EE | $13,253 | $6,636+99.7% | $7,997+65.7% | $4,212+214.7% |
| Admin fee / account holder | $6,728 | $8,568-21.5% | $13,435-49.9% | $7,344-8.4% |