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 | $75,045 | $64,480+16.4% | $81,382-7.8% | $80,856-7.2% |
| Participation rate | 81.0% | 63.9%+17.1pp | 69.5%+11.5pp | 67.6%+13.3pp |
| Annual return | 14.36% | 16.34%-2.0pp | 24.73%-10.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,004 | $1,978+102.4% | $2,463+62.6% | $2,755+45.3% |
| Participant deferral / active EE | $8,617 | $3,094+178.5% | $3,883+121.9% | $4,296+100.6% |
| Admin fee / account holder | $14,018 | $5,671+147.2% | $5,768+143.0% | $6,918+102.6% |