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 | $74,267 | $93,571-20.6% | $135,903-45.4% | $75,163-1.2% |
| Participation rate | 84.2% | 75.2%+9.0pp | 81.9%+2.3pp | 67.2%+17.0pp |
| Annual return | 19.87% | 30.90%-11.0pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,181 | $3,537-66.6% | $4,856-75.7% | $2,670-55.8% |
| Participant deferral / active EE | $8,182 | $6,404+27.8% | $7,758+5.5% | $4,125+98.3% |
| Admin fee / account holder | $719 | $6,975-89.7% | $10,762-93.3% | $5,651-87.3% |