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 | $44,741 | $109,881-59.3% | $150,045-70.2% | $84,808-47.2% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 16.72% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,640 | $3,561+2.2% | $4,693-22.4% | $2,631+38.4% |
| Participant deferral / active EE | $7,921 | $6,636+19.4% | $7,997-1.0% | $4,212+88.1% |
| Admin fee / account holder | $714 | $8,568-91.7% | $13,435-94.7% | $7,344-90.3% |