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 | $80,717+18.5% | $154,803-38.2% | $84,808+12.8% |
| Participation rate | 94.1% | 66.8%+27.3pp | 78.1%+16.0pp | 68.3%+25.8pp |
| Annual return | 16.14% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,158 | $2,761-21.8% | $4,305-49.9% | $2,631-18.0% |
| Participant deferral / active EE | $4,986 | $3,303+51.0% | $5,540-10.0% | $4,212+18.4% |
| Admin fee / account holder | $11,597 | $6,746+71.9% | $14,329-19.1% | $7,344+57.9% |