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 | $56,663 | $81,460-30.4% | $103,333-45.2% | $80,856-29.9% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.6%+13.1pp |
| Annual return | 13.33% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,590 | $3,105+15.6% | $3,868-7.2% | $2,755+30.3% |
| Participant deferral / active EE | $6,567 | $3,869+69.7% | $5,057+29.8% | $4,296+52.9% |
| Admin fee / account holder | $3,212 | $6,566-51.1% | $8,355-61.6% | $6,918-53.6% |