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 | $73,456 | $81,460-9.8% | $103,333-28.9% | $80,856-9.2% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 15.33% | 25.55%-10.2pp | 24.88%-9.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,217 | $3,105+35.8% | $3,868+9.0% | $2,755+53.1% |
| Participant deferral / active EE | $8,788 | $3,869+127.2% | $5,057+73.8% | $4,296+104.6% |
| Admin fee / account holder | $536 | $6,566-91.8% | $8,355-93.6% | $6,918-92.2% |