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 | $55,051 | $71,050-22.5% | $93,606-41.2% | $80,856-31.9% |
| Participation rate | 94.1% | 60.4%+33.7pp | 68.7%+25.4pp | 67.6%+26.5pp |
| Annual return | 11.67% | 11.26%+0.4pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,452 | $1,564+56.8% | $2,420+1.3% | $2,755-11.0% |
| Participant deferral / active EE | $5,625 | $4,034+39.5% | $4,411+27.5% | $4,296+30.9% |
| Admin fee / account holder | $3,848 | $6,945-44.6% | $8,285-53.5% | $6,918-44.4% |