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 | $88,981 | $78,926+12.7% | $136,749-34.9% | $84,808+4.9% |
| Participation rate | 80.6% | 62.2%+18.5pp | 72.1%+8.5pp | 68.3%+12.3pp |
| Annual return | 17.66% | 18.17%-0.5pp | 24.33%-6.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,262 | $2,134+52.9% | $3,400-4.0% | $2,631+24.0% |
| Participant deferral / active EE | $4,342 | $3,168+37.0% | $4,692-7.5% | $4,212+3.1% |
| Admin fee / account holder | $1,934 | $6,369-69.6% | $11,386-83.0% | $7,344-73.7% |