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 | $44,702 | $86,929-48.6% | $102,423-56.4% | $80,856-44.7% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.6%+28.4pp |
| Annual return | 12.49% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,482 | $2,369-37.5% | $3,023-51.0% | $2,755-46.2% |
| Participant deferral / active EE | $4,902 | $4,118+19.0% | $5,053-3.0% | $4,296+14.1% |
| Admin fee / account holder | $8,357 | $8,049+3.8% | $9,451-11.6% | $6,918+20.8% |