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 | $68,719+3.4% | $91,541-22.4% | $84,808-16.2% |
| Participation rate | 89.0% | 64.5%+24.5pp | 69.8%+19.3pp | 68.3%+20.7pp |
| Annual return | 18.26% | 19.12%-0.9pp | 20.50%-2.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,885 | $1,920+50.3% | $2,505+15.2% | $2,631+9.7% |
| Participant deferral / active EE | $5,249 | $3,136+67.4% | $4,008+31.0% | $4,212+24.6% |
| Admin fee / account holder | $10,197 | $5,786+76.2% | $6,956+46.6% | $7,344+38.9% |