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 | $56,168 | $108,825-48.4% | $156,181-64.0% | $82,448-31.9% |
| Participation rate | 79.3% | 72.4%+6.9pp | 78.8%+0.5pp | 68.1%+11.2pp |
| Annual return | 30.71% | 20.59%+10.1pp | 64.87%-34.2pp | 41.64%-10.9pp |
| Employer contribution / active EE | $6,630 | $2,870+131.0% | $4,294+54.4% | $2,551+159.9% |
| Participant deferral / active EE | $9,207 | $4,577+101.1% | $6,132+50.1% | $4,139+122.4% |
| Admin fee / account holder | $733 | $9,341-92.2% | $14,586-95.0% | $7,234-89.9% |