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 | $141,776 | $108,825+30.3% | $156,181-9.2% | $82,448+72.0% |
| Participation rate | 82.5% | 72.4%+10.1pp | 78.8%+3.7pp | 68.1%+14.4pp |
| Annual return | 19.04% | 20.59%-1.6pp | 64.87%-45.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,888 | $2,870-34.2% | $4,294-56.0% | $2,551-26.0% |
| Participant deferral / active EE | $3,781 | $4,577-17.4% | $6,132-38.3% | $4,139-8.6% |
| Admin fee / account holder | $8,408 | $9,341-10.0% | $14,586-42.4% | $7,234+16.2% |