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 | $44,960 | $106,515-57.8% | $96,683-53.5% | $139,434-67.8% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 18.96% | 38.43%-19.5pp | 35.69%-16.7pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,177 | $4,103-22.6% | $3,737-15.0% | $4,751-33.1% |
| Participant deferral / active EE | $7,808 | $5,454+43.2% | $4,878+60.1% | $6,710+16.4% |
| Admin fee / account holder | $5,057 | $7,877-35.8% | $6,730-24.8% | $11,403-55.6% |