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 | $60,108 | $95,803-37.3% | $113,168-46.9% | $84,808-29.1% |
| Participation rate | 97.6% | 72.9%+24.8pp | 76.6%+21.1pp | 68.3%+29.3pp |
| Annual return | 18.54% | 25.00%-6.5pp | 24.27%-5.7pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,184 | $2,360-7.4% | $2,975-26.6% | $2,631-17.0% |
| Participant deferral / active EE | $7,350 | $4,242+73.3% | $5,107+43.9% | $4,212+74.5% |
| Admin fee / account holder | $1,555 | $8,989-82.7% | $12,068-87.1% | $7,344-78.8% |