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 | $86,568 | $86,891-0.4% | $142,449-39.2% | $75,163+15.2% |
| Participation rate | 95.5% | 68.5%+26.9pp | 76.8%+18.7pp | 67.2%+28.3pp |
| Annual return | 22.80% | 23.31%-0.5pp | 19.99%+2.8pp | 160.62%-137.8pp |
| Employer contribution / active EE | $6,914 | $3,355+106.1% | $4,847+42.6% | $2,670+159.0% |
| Participant deferral / active EE | $10,679 | $4,938+116.3% | $6,283+70.0% | $4,125+158.9% |
| Admin fee / account holder | $1,099 | $7,299-84.9% | $10,011-89.0% | $5,651-80.5% |