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 | $123,169 | $106,584+15.6% | $101,326+21.6% | $142,382-13.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 19.83% | 36.93%-17.1pp | 36.82%-17.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,601 | $3,956+41.6% | $3,665+52.8% | $4,299+30.3% |
| Participant deferral / active EE | $14,031 | $8,297+69.1% | $7,994+75.5% | $6,507+115.6% |
| Admin fee / account holder | $5,217 | $11,446-54.4% | $11,185-53.4% | $12,624-58.7% |