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 | $21,005 | $70,475-70.2% | $100,516-79.1% | $79,858-73.7% |
| Participation rate | 92.0% | 73.7%+18.3pp | 79.4%+12.6pp | 69.6%+22.4pp |
| Annual return | 23.07% | 21.90%+1.2pp | 30.89%-7.8pp | 31.71%-8.6pp |
| Employer contribution / active EE | $2,861 | $2,165+32.2% | $3,418-16.3% | $2,471+15.8% |
| Participant deferral / active EE | $4,131 | $5,181-20.3% | $6,270-34.1% | $3,740+10.5% |
| Admin fee / account holder | $303 | $4,478-93.2% | $8,081-96.3% | $5,306-94.3% |