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 7-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 | $155,998 | $78,422+98.9% | $95,952+62.6% | $79,858+95.3% |
| Participation rate | 93.1% | 73.5%+19.6pp | 77.1%+16.0pp | 69.6%+23.5pp |
| Annual return | 13.71% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,520 | $1,945+29.6% | $2,541-0.8% | $2,471+2.0% |
| Participant deferral / active EE | $4,155 | $3,440+20.8% | $4,167-0.3% | $3,740+11.1% |
| Admin fee / account holder | $3,162 | $5,622-43.8% | $6,795-53.5% | $5,306-40.4% |