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 | $54,346 | $74,927-27.5% | $101,794-46.6% | $84,808-35.9% |
| Participation rate | 91.1% | 61.4%+29.7pp | 69.2%+21.9pp | 68.3%+22.8pp |
| Annual return | 17.15% | 18.70%-1.5pp | 30.53%-13.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,588 | $1,522+135.8% | $2,289+56.7% | $2,631+36.4% |
| Participant deferral / active EE | $7,280 | $3,099+134.9% | $4,084+78.3% | $4,212+72.9% |
| Admin fee / account holder | $13,316 | $6,514+104.4% | $8,777+51.7% | $7,344+81.3% |