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 | $85,531 | $74,927+14.2% | $101,794-16.0% | $84,808+0.9% |
| Participation rate | 97.2% | 61.4%+35.8pp | 69.2%+28.0pp | 68.3%+28.9pp |
| Annual return | 14.60% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $6,674 | $1,522+338.6% | $2,289+191.6% | $2,631+153.7% |
| Participant deferral / active EE | $4,047 | $3,099+30.6% | $4,084-0.9% | $4,212-3.9% |
| Admin fee / account holder | $4,149 | $6,514-36.3% | $8,777-52.7% | $7,344-43.5% |