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 8-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 | $55,029 | $106,749-48.5% | $145,433-62.2% | $82,448-33.3% |
| Participation rate | 98.2% | 75.6%+22.6pp | 82.1%+16.1pp | 68.1%+30.1pp |
| Annual return | 17.91% | 27.59%-9.7pp | 66.58%-48.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,600 | $3,444-24.5% | $4,554-42.9% | $2,551+1.9% |
| Participant deferral / active EE | $7,677 | $6,519+17.8% | $7,897-2.8% | $4,139+85.5% |
| Admin fee / account holder | $9,146 | $8,390+9.0% | $13,129-30.3% | $7,234+26.4% |