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 6-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 | $59,071 | $80,673-26.8% | $101,326-41.7% | $84,808-30.3% |
| Participation rate | 78.6% | 77.8%+0.8pp | 81.5%-2.9pp | 68.3%+10.3pp |
| Annual return | 14.88% | 38.95%-24.1pp | 36.82%-21.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,450 | $2,698-9.2% | $3,665-33.2% | $2,631-6.9% |
| Participant deferral / active EE | $5,023 | $6,840-26.6% | $7,994-37.2% | $4,212+19.3% |
| Admin fee / account holder | $819 | $12,784-93.6% | $11,185-92.7% | $7,344-88.8% |