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 | $109,413-1.4% | $156,263-30.9% | $84,808+27.2% |
| Participation rate | 97.1% | 72.7%+24.4pp | 78.9%+18.2pp | 68.3%+28.7pp |
| Annual return | 14.51% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,071 | $2,907+40.0% | $4,333-6.1% | $2,631+54.7% |
| Participant deferral / active EE | $10,909 | $4,590+137.7% | $6,158+77.1% | $4,212+159.0% |
| Admin fee / account holder | $3,498 | $9,357-62.6% | $14,255-75.5% | $7,344-52.4% |