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 | $78,585 | $109,881-28.5% | $150,045-47.6% | $84,808-7.3% |
| Participation rate | 76.6% | 76.1%+0.5pp | 82.3%-5.7pp | 68.3%+8.3pp |
| Annual return | 21.75% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $3,266 | $3,561-8.3% | $4,693-30.4% | $2,631+24.1% |
| Participant deferral / active EE | $6,127 | $6,636-7.7% | $7,997-23.4% | $4,212+45.5% |
| Admin fee / account holder | $19,554 | $8,568+128.2% | $13,435+45.5% | $7,344+166.3% |