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 | $74,641 | $73,787+1.2% | $98,716-24.4% | $82,448-9.5% |
| Participation rate | 72.5% | 61.4%+11.1pp | 69.3%+3.2pp | 68.1%+4.4pp |
| Annual return | 20.14% | 18.57%+1.6pp | 31.81%-11.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,797 | $1,511+85.1% | $2,279+22.7% | $2,551+9.6% |
| Participant deferral / active EE | $7,513 | $3,081+143.8% | $4,048+85.6% | $4,139+81.5% |
| Admin fee / account holder | $1,687 | $6,500-74.1% | $8,703-80.6% | $7,234-76.7% |