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 | $118,788 | $101,763+16.7% | $164,866-27.9% | $80,874+46.9% |
| Participation rate | 86.5% | 71.8%+14.7pp | 78.6%+7.9pp | 67.6%+18.8pp |
| Annual return | 14.05% | 16.73%-2.7pp | 69.97%-55.9pp | 35.62%-21.6pp |
| Employer contribution / active EE | $3,647 | $2,954+23.4% | $4,343-16.0% | $2,756+32.3% |
| Participant deferral / active EE | $7,096 | $4,477+58.5% | $6,033+17.6% | $4,297+65.1% |
| Admin fee / account holder | $667 | $8,228-91.9% | $12,689-94.7% | $6,935-90.4% |