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 | $64,281 | $100,326-35.9% | $180,183-64.3% | $84,808-24.2% |
| Participation rate | 98.0% | 71.0%+27.0pp | 77.4%+20.6pp | 68.3%+29.7pp |
| Annual return | 21.79% | 17.86%+3.9pp | 27.86%-6.1pp | 40.90%-19.1pp |
| Employer contribution / active EE | $8,664 | $3,269+165.0% | $5,039+71.9% | $2,631+229.3% |
| Participant deferral / active EE | $11,665 | $5,066+130.3% | $6,822+71.0% | $4,212+177.0% |
| Admin fee / account holder | $2,983 | $9,674-69.2% | $19,975-85.1% | $7,344-59.4% |