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 8-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 | $55,874 | $109,881-49.2% | $150,045-62.8% | $84,808-34.1% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 26.43% | 28.25%-1.8pp | 62.55%-36.1pp | 40.90%-14.5pp |
| Employer contribution / active EE | $5,407 | $3,561+51.8% | $4,693+15.2% | $2,631+105.5% |
| Participant deferral / active EE | $8,400 | $6,636+26.6% | $7,997+5.0% | $4,212+99.5% |
| Admin fee / account holder | $5,122 | $8,568-40.2% | $13,435-61.9% | $7,344-30.3% |