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 | $71,954 | $80,673-10.8% | $101,326-29.0% | $84,808-15.2% |
| Participation rate | 90.3% | 77.8%+12.5pp | 81.5%+8.8pp | 68.3%+22.0pp |
| Annual return | 40.09% | 38.95%+1.1pp | 36.82%+3.3pp | 40.90%-0.8pp |
| Employer contribution / active EE | $2,817 | $2,698+4.4% | $3,665-23.1% | $2,631+7.1% |
| Participant deferral / active EE | $9,037 | $6,840+32.1% | $7,994+13.0% | $4,212+114.6% |
| Admin fee / account holder | $7,954 | $12,784-37.8% | $11,185-28.9% | $7,344+8.3% |