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 | $88,260 | $78,520+12.4% | $96,576-8.6% | $82,448+7.0% |
| Participation rate | 82.9% | 77.7%+5.1pp | 81.4%+1.4pp | 68.1%+14.8pp |
| Annual return | 16.05% | 41.30%-25.3pp | 38.47%-22.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $5,172 | $2,630+96.7% | $3,553+45.6% | $2,551+102.7% |
| Participant deferral / active EE | $7,488 | $6,754+10.9% | $7,956-5.9% | $4,139+80.9% |
| Admin fee / account holder | $16,742 | $13,455+24.4% | $11,381+47.1% | $7,234+131.4% |