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 | $68,903 | $73,933-6.8% | $96,683-28.7% | $75,163-8.3% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 20.02% | 26.70%-6.7pp | 35.69%-15.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,601 | $2,928-11.2% | $3,737-30.4% | $2,670-2.6% |
| Participant deferral / active EE | $7,959 | $3,659+117.5% | $4,878+63.1% | $4,125+92.9% |
| Admin fee / account holder | $1,333 | $5,216-74.5% | $6,730-80.2% | $5,651-76.4% |