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 | $66,183 | $95,803-30.9% | $113,168-41.5% | $84,808-22.0% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 24.05% | 25.00%-0.9pp | 24.27%-0.2pp | 40.90%-16.8pp |
| Employer contribution / active EE | $3,901 | $2,360+65.3% | $2,975+31.1% | $2,631+48.3% |
| Participant deferral / active EE | $6,596 | $4,242+55.5% | $5,107+29.2% | $4,212+56.6% |
| Admin fee / account holder | $715 | $8,989-92.1% | $12,068-94.1% | $7,344-90.3% |