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 | $71,680 | $95,803-25.2% | $113,168-36.7% | $84,808-15.5% |
| Participation rate | 75.6% | 72.9%+2.7pp | 76.6%-1.0pp | 68.3%+7.3pp |
| Annual return | 18.59% | 25.00%-6.4pp | 24.27%-5.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,754 | $2,360+16.7% | $2,975-7.4% | $2,631+4.7% |
| Participant deferral / active EE | $6,822 | $4,242+60.8% | $5,107+33.6% | $4,212+62.0% |
| Admin fee / account holder | $915 | $8,989-89.8% | $12,068-92.4% | $7,344-87.5% |