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 | $72,091 | $80,968-11.0% | $96,544-25.3% | $75,163-4.1% |
| Participation rate | 86.6% | 71.8%+14.8pp | 76.0%+10.6pp | 67.2%+19.4pp |
| Annual return | 32.56% | 27.06%+5.5pp | 25.84%+6.7pp | 160.62%-128.1pp |
| Employer contribution / active EE | $4,356 | $2,282+90.9% | $2,965+46.9% | $2,670+63.2% |
| Participant deferral / active EE | $9,904 | $3,928+152.1% | $4,851+104.2% | $4,125+140.1% |
| Admin fee / account holder | $6,210 | $6,724-7.6% | $8,252-24.7% | $5,651+9.9% |