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 | $140,414 | $106,515+31.8% | $96,683+45.2% | $139,434+0.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 11.02% | 38.43%-27.4pp | 35.69%-24.7pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,016 | $4,103-75.2% | $3,737-72.8% | $4,751-78.6% |
| Participant deferral / active EE | $12,520 | $5,454+129.6% | $4,878+156.7% | $6,710+86.6% |
| Admin fee / account holder | $463 | $7,877-94.1% | $6,730-93.1% | $11,403-95.9% |