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 | $37,507 | $81,233-53.8% | $155,567-75.9% | $80,874-53.6% |
| Participation rate | 76.7% | 66.2%+10.4pp | 78.2%-1.5pp | 67.6%+9.0pp |
| Annual return | 12.03% | 33.33%-21.3pp | 64.74%-52.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $2,127 | $3,101-31.4% | $4,674-54.5% | $2,756-22.8% |
| Participant deferral / active EE | $4,671 | $3,452+35.3% | $5,628-17.0% | $4,297+8.7% |
| Admin fee / account holder | $3,054 | $7,998-61.8% | $15,916-80.8% | $6,935-56.0% |