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 | $60,022-20.1% | $88,946-46.1% | $84,808-43.4% |
| Participation rate | 74.1% | 57.8%+16.2pp | 68.8%+5.2pp | 68.3%+5.8pp |
| Annual return | 23.63% | 22.43%+1.2pp | 57.82%-34.2pp | 40.90%-17.3pp |
| Employer contribution / active EE | $3,077 | $1,703+80.7% | $2,555+20.4% | $2,631+16.9% |
| Participant deferral / active EE | $6,001 | $3,114+92.7% | $4,581+31.0% | $4,212+42.5% |
| Admin fee / account holder | $1,205 | $4,811-74.9% | $8,261-85.4% | $7,344-83.6% |