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 | $58,963 | $95,803-38.5% | $113,168-47.9% | $84,808-30.5% |
| Participation rate | 97.6% | 72.9%+24.8pp | 76.6%+21.1pp | 68.3%+29.3pp |
| Annual return | 17.97% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,778 | $2,360+17.7% | $2,975-6.6% | $2,631+5.6% |
| Participant deferral / active EE | $10,770 | $4,242+153.9% | $5,107+110.9% | $4,212+155.7% |
| Admin fee / account holder | $15,060 | $8,989+67.5% | $12,068+24.8% | $7,344+105.1% |