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 8-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 | $204,444 | $109,413+86.9% | $156,263+30.8% | $84,808+141.1% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 17.92% | 20.18%-2.3pp | 59.47%-41.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $6,440 | $2,907+121.5% | $4,333+48.6% | $2,631+144.8% |
| Participant deferral / active EE | $14,192 | $4,590+209.2% | $6,158+130.5% | $4,212+237.0% |
| Admin fee / account holder | $8,462 | $9,357-9.6% | $14,255-40.6% | $7,344+15.2% |