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 | $94,552 | $93,571+1.0% | $135,903-30.4% | $75,163+25.8% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 24.98% | 30.90%-5.9pp | 68.23%-43.3pp | 160.62%-135.6pp |
| Employer contribution / active EE | $7,947 | $3,537+124.7% | $4,856+63.7% | $2,670+197.7% |
| Participant deferral / active EE | $21,146 | $6,404+230.2% | $7,758+172.6% | $4,125+412.6% |
| Admin fee / account holder | $5,363 | $6,975-23.1% | $10,762-50.2% | $5,651-5.1% |