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 4-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 | $141,995 | $109,413+29.8% | $156,263-9.1% | $84,808+67.4% |
| Participation rate | 89.2% | 72.7%+16.5pp | 78.9%+10.3pp | 68.3%+20.9pp |
| Annual return | 19.92% | 20.18%-0.3pp | 59.47%-39.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,162 | $2,907-25.6% | $4,333-50.1% | $2,631-17.8% |
| Participant deferral / active EE | $7,587 | $4,590+65.3% | $6,158+23.2% | $4,212+80.1% |
| Admin fee / account holder | $3,633 | $9,357-61.2% | $14,255-74.5% | $7,344-50.5% |