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 | $73,733 | $74,927-1.6% | $101,794-27.6% | $84,808-13.1% |
| Participation rate | 89.7% | 61.4%+28.3pp | 69.2%+20.6pp | 68.3%+21.4pp |
| Annual return | 14.42% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,394 | $1,522-8.4% | $2,289-39.1% | $2,631-47.0% |
| Participant deferral / active EE | $5,896 | $3,099+90.3% | $4,084+44.4% | $4,212+40.0% |
| Admin fee / account holder | $3,199 | $6,514-50.9% | $8,777-63.6% | $7,344-56.4% |