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 8-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 | $46,795 | $72,012-35.0% | $185,823-74.8% | $79,858-41.4% |
| Participation rate | 90.7% | 65.8%+25.0pp | 78.0%+12.7pp | 69.6%+21.1pp |
| Annual return | 17.74% | 23.12%-5.4pp | 35.95%-18.2pp | 31.71%-14.0pp |
| Employer contribution / active EE | $4,315 | $1,965+119.6% | $4,087+5.6% | $2,471+74.6% |
| Participant deferral / active EE | $8,345 | $3,779+120.9% | $5,632+48.2% | $3,740+123.1% |
| Admin fee / account holder | $5,548 | $4,513+22.9% | $9,500-41.6% | $5,306+4.6% |