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 5-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 | $119,300 | $106,749+11.8% | $145,433-18.0% | $82,448+44.7% |
| Participation rate | 87.0% | 75.6%+11.4pp | 82.1%+4.9pp | 68.1%+19.0pp |
| Annual return | 18.56% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $4,824 | $3,444+40.0% | $4,554+5.9% | $2,551+89.1% |
| Participant deferral / active EE | $12,819 | $6,519+96.6% | $7,897+62.3% | $4,139+209.7% |
| Admin fee / account holder | $7,716 | $8,390-8.0% | $13,129-41.2% | $7,234+6.7% |