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 | $75,146 | $109,881-31.6% | $150,045-49.9% | $84,808-11.4% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 15.48% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,452 | $3,561-31.1% | $4,693-47.8% | $2,631-6.8% |
| Participant deferral / active EE | $8,773 | $6,636+32.2% | $7,997+9.7% | $4,212+108.3% |
| Admin fee / account holder | $8,412 | $8,568-1.8% | $13,435-37.4% | $7,344+14.6% |