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 | $106,749-23.1% | $145,433-43.5% | $82,448-0.4% |
| Participation rate | 92.2% | 75.6%+16.5pp | 82.1%+10.1pp | 68.1%+24.1pp |
| Annual return | 17.51% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $4,767 | $3,444+38.4% | $4,554+4.7% | $2,551+86.9% |
| Participant deferral / active EE | $13,253 | $6,519+103.3% | $7,897+67.8% | $4,139+220.2% |
| Admin fee / account holder | $6,728 | $8,390-19.8% | $13,129-48.8% | $7,234-7.0% |