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 7-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 | $164,239 | $117,983+39.2% | $101,794+61.3% | $142,382+15.4% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 33.96% | 36.92%-3.0pp | 30.53%+3.4pp | 217.08%-183.1pp |
| Employer contribution / active EE | $1,669 | $2,773-39.8% | $2,289-27.1% | $4,299-61.2% |
| Participant deferral / active EE | $3,678 | $4,714-22.0% | $4,084-9.9% | $6,507-43.5% |
| Admin fee / account holder | $20,011 | $10,433+91.8% | $8,777+128.0% | $12,624+58.5% |