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 | $124,673 | $154,228-19.2% | $145,433-14.3% | $137,256-9.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.73% | 74.59%-59.9pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,651 | $4,804-44.8% | $4,554-41.8% | $4,156-36.2% |
| Participant deferral / active EE | $10,148 | $8,216+23.5% | $7,897+28.5% | $6,407+58.4% |
| Admin fee / account holder | $1,768 | $14,344-87.7% | $13,129-86.5% | $12,270-85.6% |