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 | $137,690 | $109,881+25.3% | $150,045-8.2% | $84,808+62.4% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 23.54% | 28.25%-4.7pp | 62.55%-39.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $4,165 | $3,561+17.0% | $4,693-11.2% | $2,631+58.3% |
| Participant deferral / active EE | $10,309 | $6,636+55.4% | $7,997+28.9% | $4,212+144.8% |
| Admin fee / account holder | $3,715 | $8,568-56.6% | $13,435-72.4% | $7,344-49.4% |