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 | $54,566 | $109,881-50.3% | $150,045-63.6% | $84,808-35.7% |
| Participation rate | 98.2% | 76.1%+22.1pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 19.64% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,740 | $3,561-23.1% | $4,693-41.6% | $2,631+4.1% |
| Participant deferral / active EE | $7,032 | $6,636+6.0% | $7,997-12.1% | $4,212+67.0% |
| Admin fee / account holder | $2,080 | $8,568-75.7% | $13,435-84.5% | $7,344-71.7% |