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 | $33,929 | $93,571-63.7% | $135,903-75.0% | $75,163-54.9% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 19.76% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $4,700 | $3,537+32.9% | $4,856-3.2% | $2,670+76.0% |
| Participant deferral / active EE | $8,667 | $6,404+35.3% | $7,758+11.7% | $4,125+110.1% |
| Admin fee / account holder | $1,253 | $6,975-82.0% | $10,762-88.4% | $5,651-77.8% |