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 | $95,687 | $76,407+25.2% | $150,298-36.3% | $82,448+16.1% |
| Participation rate | 94.1% | 66.4%+27.7pp | 77.8%+16.4pp | 68.1%+26.0pp |
| Annual return | 16.14% | 39.99%-23.9pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,158 | $2,614-17.4% | $4,154-48.0% | $2,551-15.4% |
| Participant deferral / active EE | $4,986 | $3,214+55.1% | $5,453-8.6% | $4,139+20.5% |
| Admin fee / account holder | $11,597 | $6,352+82.6% | $14,116-17.8% | $7,234+60.3% |