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 | $109,413-48.7% | $156,263-64.1% | $84,808-33.8% |
| Participation rate | 79.3% | 72.7%+6.6pp | 78.9%+0.4pp | 68.3%+11.0pp |
| Annual return | 30.71% | 20.18%+10.5pp | 59.47%-28.8pp | 40.90%-10.2pp |
| Employer contribution / active EE | $6,630 | $2,907+128.1% | $4,333+53.0% | $2,631+152.0% |
| Participant deferral / active EE | $9,207 | $4,590+100.6% | $6,158+49.5% | $4,212+118.6% |
| Admin fee / account holder | $733 | $9,357-92.2% | $14,255-94.9% | $7,344-90.0% |