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 | $71,053 | $67,894+4.7% | $89,340-20.5% | $82,448-13.8% |
| Participation rate | 89.0% | 64.0%+25.0pp | 69.6%+19.5pp | 68.1%+21.0pp |
| Annual return | 18.26% | 19.21%-0.9pp | 20.57%-2.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,885 | $1,828+57.8% | $2,231+29.3% | $2,551+13.1% |
| Participant deferral / active EE | $5,249 | $3,072+70.8% | $3,823+37.3% | $4,139+26.8% |
| Admin fee / account holder | $10,197 | $5,723+78.2% | $6,704+52.1% | $7,234+41.0% |