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 | $45,212 | $95,803-52.8% | $113,168-60.0% | $84,808-46.7% |
| Participation rate | 95.5% | 72.9%+22.7pp | 76.6%+19.0pp | 68.3%+27.2pp |
| Annual return | 18.63% | 25.00%-6.4pp | 24.27%-5.6pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,600 | $2,360+10.2% | $2,975-12.6% | $2,631-1.2% |
| Participant deferral / active EE | $4,901 | $4,242+15.5% | $5,107-4.0% | $4,212+16.4% |
| Admin fee / account holder | $3,529 | $8,989-60.7% | $12,068-70.8% | $7,344-51.9% |