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 6-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 | $54,931 | $148,978-63.1% | $200,582-72.6% | $84,808-35.2% |
| Participation rate | 73.4% | 84.2%-10.8pp | 86.9%-13.4pp | 68.3%+5.1pp |
| Annual return | 29.17% | 28.16%+1.0pp | 42.33%-13.2pp | 40.90%-11.7pp |
| Employer contribution / active EE | $3,018 | $4,815-37.3% | $6,419-53.0% | $2,631+14.7% |
| Participant deferral / active EE | $11,606 | $7,142+62.5% | $9,331+24.4% | $4,212+175.6% |
| Admin fee / account holder | $7,836 | $13,977-43.9% | $16,305-51.9% | $7,344+6.7% |