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 | $167,965 | $100,326+67.4% | $180,183-6.8% | $84,808+98.1% |
| Participation rate | 73.3% | 71.0%+2.3pp | 77.4%-4.1pp | 68.3%+5.0pp |
| Annual return | 21.76% | 17.86%+3.9pp | 27.86%-6.1pp | 40.90%-19.1pp |
| Employer contribution / active EE | $5,538 | $3,269+69.4% | $5,039+9.9% | $2,631+110.5% |
| Participant deferral / active EE | $7,606 | $5,066+50.1% | $6,822+11.5% | $4,212+80.6% |
| Admin fee / account holder | $2,247 | $9,674-76.8% | $19,975-88.8% | $7,344-69.4% |