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 6-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 | $107,905 | $108,825-0.8% | $156,181-30.9% | $82,448+30.9% |
| Participation rate | 97.1% | 72.4%+24.7pp | 78.8%+18.2pp | 68.1%+29.0pp |
| Annual return | 14.51% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $4,071 | $2,870+41.8% | $4,294-5.2% | $2,551+59.6% |
| Participant deferral / active EE | $10,909 | $4,577+138.3% | $6,132+77.9% | $4,139+163.6% |
| Admin fee / account holder | $3,498 | $9,341-62.6% | $14,586-76.0% | $7,234-51.6% |