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 | $54,829 | $57,016-3.8% | $84,966-35.5% | $80,856-32.2% |
| Participation rate | 87.8% | 56.3%+31.4pp | 67.5%+20.3pp | 67.6%+20.1pp |
| Annual return | 13.60% | 21.66%-8.1pp | 66.38%-52.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,989 | $1,798+66.3% | $2,727+9.6% | $2,755+8.5% |
| Participant deferral / active EE | $8,889 | $3,110+185.9% | $4,519+96.7% | $4,296+106.9% |
| Admin fee / account holder | $5,852 | $4,980+17.5% | $6,149-4.8% | $6,918-15.4% |