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 | $70,334 | $95,803-26.6% | $113,168-37.8% | $84,808-17.1% |
| Participation rate | 70.6% | 72.9%-2.3pp | 76.6%-6.0pp | 68.3%+2.3pp |
| Annual return | 12.59% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,155 | $2,360+33.7% | $2,975+6.0% | $2,631+19.9% |
| Participant deferral / active EE | $5,764 | $4,242+35.9% | $5,107+12.9% | $4,212+36.9% |
| Admin fee / account holder | $1,973 | $8,989-78.1% | $12,068-83.7% | $7,344-73.1% |