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 | $72,226 | $102,605-29.6% | $145,661-50.4% | $84,808-14.8% |
| Participation rate | 78.6% | 74.3%+4.3pp | 77.2%+1.4pp | 68.3%+10.3pp |
| Annual return | 14.81% | 26.50%-11.7pp | 101.46%-86.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,614 | $3,325+98.9% | $4,238+56.1% | $2,631+151.4% |
| Participant deferral / active EE | $7,097 | $5,750+23.4% | $7,198-1.4% | $4,212+68.5% |
| Admin fee / account holder | $1,796 | $8,758-79.5% | $12,466-85.6% | $7,344-75.5% |