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 | $99,253 | $106,749-7.0% | $145,433-31.8% | $82,448+20.4% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.1%+15.0pp | 68.1%+29.1pp |
| Annual return | 17.03% | 27.59%-10.6pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $5,787 | $3,444+68.0% | $4,554+27.1% | $2,551+126.9% |
| Participant deferral / active EE | $12,837 | $6,519+96.9% | $7,897+62.6% | $4,139+210.1% |
| Admin fee / account holder | $3,666 | $8,390-56.3% | $13,129-72.1% | $7,234-49.3% |