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 10-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 | $136,700 | $123,793+10.4% | $177,821-23.1% | $79,858+71.2% |
| Participation rate | 95.6% | 84.7%+10.9pp | 87.7%+7.8pp | 69.6%+25.9pp |
| Annual return | 11.89% | 22.82%-10.9pp | 48.32%-36.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $5,141 | $4,095+25.5% | $5,918-13.1% | $2,471+108.1% |
| Participant deferral / active EE | $8,694 | $5,956+46.0% | $7,714+12.7% | $3,740+132.5% |
| Admin fee / account holder | $2,487 | $7,243-65.7% | $12,427-80.0% | $5,306-53.1% |