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 7-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 | $63,536 | $60,892+4.3% | $82,389-22.9% | $84,808-25.1% |
| Participation rate | 97.6% | 63.3%+34.4pp | 69.5%+28.1pp | 68.3%+29.3pp |
| Annual return | 14.52% | 37.29%-22.8pp | 28.67%-14.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,427 | $1,779+148.8% | $2,517+75.9% | $2,631+68.3% |
| Participant deferral / active EE | $7,753 | $3,179+143.9% | $4,155+86.6% | $4,212+84.1% |
| Admin fee / account holder | $5,364 | $5,467-1.9% | $7,231-25.8% | $7,344-27.0% |