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 | $117,420 | $95,803+22.6% | $113,168+3.8% | $84,808+38.5% |
| Participation rate | 93.3% | 72.9%+20.5pp | 76.6%+16.8pp | 68.3%+25.0pp |
| Annual return | 20.96% | 25.00%-4.0pp | 24.27%-3.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $5,142 | $2,360+117.9% | $2,975+72.8% | $2,631+95.4% |
| Participant deferral / active EE | $12,540 | $4,242+195.6% | $5,107+145.5% | $4,212+197.7% |
| Admin fee / account holder | $8,860 | $8,989-1.4% | $12,068-26.6% | $7,344+20.6% |