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 | $57,235 | $93,571-38.8% | $135,903-57.9% | $75,163-23.9% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.8pp | 67.2%+20.6pp |
| Annual return | 37.52% | 30.90%+6.6pp | 68.23%-30.7pp | 160.62%-123.1pp |
| Employer contribution / active EE | $4,293 | $3,537+21.4% | $4,856-11.6% | $2,670+60.8% |
| Participant deferral / active EE | $8,532 | $6,404+33.2% | $7,758+10.0% | $4,125+106.8% |
| Admin fee / account holder | $347 | $6,975-95.0% | $10,762-96.8% | $5,651-93.9% |