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 | $66,067 | $81,460-18.9% | $103,333-36.1% | $80,856-18.3% |
| Participation rate | 77.5% | 66.8%+10.7pp | 74.5%+3.0pp | 67.6%+9.9pp |
| Annual return | 21.57% | 25.55%-4.0pp | 24.88%-3.3pp | 35.59%-14.0pp |
| Employer contribution / active EE | $3,088 | $3,105-0.6% | $3,868-20.2% | $2,755+12.1% |
| Participant deferral / active EE | $6,153 | $3,869+59.0% | $5,057+21.7% | $4,296+43.2% |
| Admin fee / account holder | $11,276 | $6,566+71.7% | $8,355+35.0% | $6,918+63.0% |