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 | $52,595 | $123,793-57.5% | $177,821-70.4% | $79,858-34.1% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 28.26% | 22.82%+5.4pp | 48.32%-20.1pp | 31.71%-3.5pp |
| Employer contribution / active EE | $1,714 | $4,095-58.1% | $5,918-71.0% | $2,471-30.6% |
| Participant deferral / active EE | $4,304 | $5,956-27.7% | $7,714-44.2% | $3,740+15.1% |
| Admin fee / account holder | $972 | $7,243-86.6% | $12,427-92.2% | $5,306-81.7% |