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 | $67,821 | $68,719-1.3% | $91,541-25.9% | $84,808-20.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 17.07% | 19.12%-2.1pp | 20.50%-3.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,164 | $1,920+12.7% | $2,505-13.6% | $2,631-17.7% |
| Participant deferral / active EE | $5,720 | $3,136+82.4% | $4,008+42.7% | $4,212+35.8% |
| Admin fee / account holder | $815 | $5,786-85.9% | $6,956-88.3% | $7,344-88.9% |