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 | $55,237 | $71,050-22.3% | $93,606-41.0% | $80,856-31.7% |
| Participation rate | 75.7% | 60.4%+15.3pp | 68.7%+7.0pp | 67.6%+8.0pp |
| Annual return | 13.91% | 11.26%+2.7pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,773 | $1,564+77.4% | $2,420+14.6% | $2,755+0.7% |
| Participant deferral / active EE | $5,534 | $4,034+37.2% | $4,411+25.5% | $4,296+28.8% |
| Admin fee / account holder | $391 | $6,945-94.4% | $8,285-95.3% | $6,918-94.3% |