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 | $117,158 | $80,968+44.7% | $96,544+21.4% | $75,163+55.9% |
| Participation rate | 77.4% | 71.8%+5.7pp | 76.0%+1.5pp | 67.2%+10.2pp |
| Annual return | 17.59% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,785 | $2,282+22.1% | $2,965-6.1% | $2,670+4.3% |
| Participant deferral / active EE | $7,404 | $3,928+88.5% | $4,851+52.6% | $4,125+79.5% |
| Admin fee / account holder | $2,514 | $6,724-62.6% | $8,252-69.5% | $5,651-55.5% |