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 | $71,686 | $57,016+25.7% | $84,966-15.6% | $80,856-11.3% |
| Participation rate | 91.9% | 56.3%+35.6pp | 67.5%+24.4pp | 67.6%+24.3pp |
| Annual return | 14.82% | 21.66%-6.8pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,957 | $1,798+120.1% | $2,727+45.1% | $2,755+43.6% |
| Participant deferral / active EE | $6,960 | $3,110+123.8% | $4,519+54.0% | $4,296+62.0% |
| Admin fee / account holder | $3,696 | $4,980-25.8% | $6,149-39.9% | $6,918-46.6% |