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 7-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 | $104,751 | $109,881-4.7% | $150,045-30.2% | $84,808+23.5% |
| Participation rate | 77.1% | 76.1%+1.1pp | 82.3%-5.2pp | 68.3%+8.8pp |
| Annual return | 29.69% | 28.25%+1.4pp | 62.55%-32.9pp | 40.90%-11.2pp |
| Employer contribution / active EE | $5,136 | $3,561+44.2% | $4,693+9.4% | $2,631+95.2% |
| Participant deferral / active EE | $11,199 | $6,636+68.8% | $7,997+40.0% | $4,212+165.9% |
| Admin fee / account holder | $8,236 | $8,568-3.9% | $13,435-38.7% | $7,344+12.2% |