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 | $48,741 | $81,460-40.2% | $103,333-52.8% | $80,856-39.7% |
| Participation rate | 97.9% | 66.8%+31.0pp | 74.5%+23.4pp | 67.6%+30.2pp |
| Annual return | 12.06% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $8,817 | $3,105+183.9% | $3,868+127.9% | $2,755+220.0% |
| Participant deferral / active EE | $3,739 | $3,869-3.3% | $5,057-26.1% | $4,296-12.9% |
| Admin fee / account holder | $1,024 | $6,566-84.4% | $8,355-87.7% | $6,918-85.2% |