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 6-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 | $69,588 | $80,673-13.7% | $101,326-31.3% | $84,808-17.9% |
| Participation rate | 84.6% | 77.8%+6.8pp | 81.5%+3.1pp | 68.3%+16.3pp |
| Annual return | 18.37% | 38.95%-20.6pp | 36.82%-18.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,615 | $2,698+34.0% | $3,665-1.4% | $2,631+37.4% |
| Participant deferral / active EE | $7,026 | $6,840+2.7% | $7,994-12.1% | $4,212+66.8% |
| Admin fee / account holder | $3,411 | $12,784-73.3% | $11,185-69.5% | $7,344-53.5% |