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 | $41,542 | $46,553-10.8% | $64,056-35.1% | $75,163-44.7% |
| Participation rate | 79.4% | 65.9%+13.5pp | 72.3%+7.1pp | 67.2%+12.2pp |
| Annual return | 23.99% | 26.03%-2.0pp | 33.69%-9.7pp | 160.62%-136.6pp |
| Employer contribution / active EE | $3,315 | $1,974+67.9% | $2,747+20.7% | $2,670+24.2% |
| Participant deferral / active EE | $5,947 | $2,837+109.6% | $3,880+53.3% | $4,125+44.2% |
| Admin fee / account holder | $2,117 | $2,952-28.3% | $3,068-31.0% | $5,651-62.5% |