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 | $57,682 | $81,248-29.0% | $155,509-62.9% | $80,856-28.7% |
| Participation rate | 87.1% | 66.2%+20.9pp | 78.2%+8.9pp | 67.6%+19.5pp |
| Annual return | 17.59% | 33.31%-15.7pp | 64.67%-47.1pp | 35.59%-18.0pp |
| Employer contribution / active EE | $3,820 | $3,100+23.2% | $4,672-18.2% | $2,755+38.7% |
| Participant deferral / active EE | $6,910 | $3,452+100.2% | $5,626+22.8% | $4,296+60.9% |
| Admin fee / account holder | $1,574 | $7,997-80.3% | $15,912-90.1% | $6,918-77.2% |