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 | $77,287 | $95,453-19.0% | $112,040-31.0% | $82,448-6.3% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.5%+22.1pp | 68.1%+30.5pp |
| Annual return | 17.77% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $7,746 | $2,318+234.2% | $2,954+162.2% | $2,551+203.7% |
| Participant deferral / active EE | $4,397 | $4,224+4.1% | $5,098-13.7% | $4,139+6.2% |
| Admin fee / account holder | $1,362 | $9,013-84.9% | $12,098-88.7% | $7,234-81.2% |