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 | $56,518 | $118,450-52.3% | $98,439-42.6% | $139,434-59.5% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 20.67% | 18.94%+1.7pp | 21.16%-0.5pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,386 | $3,609-33.9% | $3,048-21.7% | $4,751-49.8% |
| Participant deferral / active EE | $7,489 | $5,392+38.9% | $4,738+58.1% | $6,710+11.6% |
| Admin fee / account holder | $3,164 | $14,026-77.4% | $8,948-64.6% | $11,403-72.3% |