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 | $124,584 | $80,717+54.3% | $154,803-19.5% | $84,808+46.9% |
| Participation rate | 80.4% | 66.8%+13.6pp | 78.1%+2.3pp | 68.3%+12.1pp |
| Annual return | 16.99% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $5,607 | $2,761+103.1% | $4,305+30.2% | $2,631+113.1% |
| Participant deferral / active EE | $9,931 | $3,303+200.6% | $5,540+79.2% | $4,212+135.8% |
| Admin fee / account holder | $9,354 | $6,746+38.7% | $14,329-34.7% | $7,344+27.4% |