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 | $51,209 | $94,625-45.9% | $116,228-55.9% | $84,808-39.6% |
| Participation rate | 93.1% | 70.4%+22.7pp | 74.6%+18.6pp | 68.3%+24.8pp |
| Annual return | 20.03% | 20.40%-0.4pp | 90.06%-70.0pp | 40.90%-20.9pp |
| Employer contribution / active EE | $4,588 | $2,347+95.5% | $2,994+53.2% | $2,631+74.4% |
| Participant deferral / active EE | $3,504 | $3,972-11.8% | $4,953-29.3% | $4,212-16.8% |
| Admin fee / account holder | $962 | $10,091-90.5% | $11,989-92.0% | $7,344-86.9% |