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 | $78,520-8.4% | $96,576-25.5% | $82,448-12.7% |
| Participation rate | 90.3% | 77.7%+12.6pp | 81.4%+8.9pp | 68.1%+22.3pp |
| Annual return | 40.09% | 41.30%-1.2pp | 38.47%+1.6pp | 41.64%-1.6pp |
| Employer contribution / active EE | $2,817 | $2,630+7.1% | $3,553-20.7% | $2,551+10.4% |
| Participant deferral / active EE | $9,037 | $6,754+33.8% | $7,956+13.6% | $4,139+118.3% |
| Admin fee / account holder | $7,954 | $13,455-40.9% | $11,381-30.1% | $7,234+9.9% |