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 | $40,457 | $93,571-56.8% | $135,903-70.2% | $75,163-46.2% |
| Participation rate | 83.7% | 75.2%+8.5pp | 81.9%+1.8pp | 67.2%+16.5pp |
| Annual return | 33.12% | 30.90%+2.2pp | 68.23%-35.1pp | 160.62%-127.5pp |
| Employer contribution / active EE | $3,819 | $3,537+8.0% | $4,856-21.4% | $2,670+43.0% |
| Participant deferral / active EE | $7,314 | $6,404+14.2% | $7,758-5.7% | $4,125+77.3% |
| Admin fee / account holder | $806 | $6,975-88.4% | $10,762-92.5% | $5,651-85.7% |