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 | $62,900 | $45,073+39.6% | $69,455-9.4% | $72,985-13.8% |
| Participation rate | 96.3% | 68.5%+27.8pp | 74.6%+21.7pp | 69.5%+26.8pp |
| Annual return | 20.04% | 22.65%-2.6pp | 28.97%-8.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $4,364 | $2,054+112.5% | $2,779+57.0% | $2,440+78.9% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,473 | $3,056-19.1% | $3,839-35.6% | $5,124-51.7% |