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 | $51,037 | $77,503-34.1% | $100,391-49.2% | $80,856-36.9% |
| Participation rate | 80.6% | 76.9%+3.7pp | 81.5%-0.8pp | 67.6%+13.0pp |
| Annual return | 12.35% | 37.20%-24.8pp | 49.20%-36.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,546 | $2,801+26.6% | $3,942-10.0% | $2,755+28.7% |
| Participant deferral / active EE | $6,704 | $6,820-1.7% | $8,082-17.0% | $4,296+56.1% |
| Admin fee / account holder | $8,180 | $5,897+38.7% | $7,899+3.6% | $6,918+18.2% |