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 6-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 | $47,965 | $57,590-16.7% | $86,233-44.4% | $82,448-41.8% |
| Participation rate | 74.1% | 57.9%+16.2pp | 69.0%+5.1pp | 68.1%+6.0pp |
| Annual return | 23.63% | 22.41%+1.2pp | 61.39%-37.8pp | 41.64%-18.0pp |
| Employer contribution / active EE | $3,077 | $1,655+85.9% | $2,504+22.9% | $2,551+20.6% |
| Participant deferral / active EE | $6,001 | $3,080+94.9% | $4,559+31.6% | $4,139+45.0% |
| Admin fee / account holder | $1,205 | $4,730-74.5% | $8,342-85.6% | $7,234-83.3% |