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 | $96,758 | $106,749-9.4% | $145,433-33.5% | $82,448+17.4% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 14.69% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $7,415 | $3,444+115.3% | $4,554+62.8% | $2,551+190.7% |
| Participant deferral / active EE | $6,592 | $6,519+1.1% | $7,897-16.5% | $4,139+59.3% |
| Admin fee / account holder | $2,539 | $8,390-69.7% | $13,129-80.7% | $7,234-64.9% |