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 | $109,881+8.6% | $150,045-20.5% | $84,808+40.7% |
| Participation rate | 87.0% | 76.1%+11.0pp | 82.3%+4.7pp | 68.3%+18.7pp |
| Annual return | 18.56% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $4,824 | $3,561+35.5% | $4,693+2.8% | $2,631+83.3% |
| Participant deferral / active EE | $12,819 | $6,636+93.2% | $7,997+60.3% | $4,212+204.4% |
| Admin fee / account holder | $7,716 | $8,568-9.9% | $13,435-42.6% | $7,344+5.1% |