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 | $66,237 | $77,503-14.5% | $100,391-34.0% | $80,856-18.1% |
| Participation rate | 83.3% | 76.9%+6.4pp | 81.5%+1.9pp | 67.6%+15.7pp |
| Annual return | 12.91% | 37.20%-24.3pp | 49.20%-36.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,357 | $2,801+19.8% | $3,942-14.8% | $2,755+21.8% |
| Participant deferral / active EE | $10,156 | $6,820+48.9% | $8,082+25.7% | $4,296+136.4% |
| Admin fee / account holder | $13,296 | $5,897+125.5% | $7,899+68.3% | $6,918+92.2% |