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 | $78,520-11.4% | $96,576-27.9% | $82,448-15.6% |
| Participation rate | 84.6% | 77.7%+6.9pp | 81.4%+3.2pp | 68.1%+16.5pp |
| Annual return | 18.37% | 41.30%-22.9pp | 38.47%-20.1pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,615 | $2,630+37.5% | $3,553+1.8% | $2,551+41.7% |
| Participant deferral / active EE | $7,026 | $6,754+4.0% | $7,956-11.7% | $4,139+69.7% |
| Admin fee / account holder | $3,411 | $13,455-74.6% | $11,381-70.0% | $7,234-52.8% |