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 | $46,996 | $117,859-60.1% | $102,438-54.1% | $145,959-67.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 8.75% | 31.72%-23.0pp | 29.37%-20.6pp | 561.95%-553.2pp |
| Employer contribution / active EE | $3,373 | $3,615-6.7% | $3,024+11.5% | $4,661-27.6% |
| Participant deferral / active EE | $5,212 | $5,732-9.1% | $5,054+3.1% | $6,689-22.1% |
| Admin fee / account holder | $1,365 | $13,318-89.7% | $9,448-85.6% | $13,398-89.8% |