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 | $46,322 | $95,803-51.6% | $113,168-59.1% | $84,808-45.4% |
| Participation rate | 72.3% | 72.9%-0.5pp | 76.6%-4.2pp | 68.3%+4.0pp |
| Annual return | 20.26% | 25.00%-4.7pp | 24.27%-4.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,006 | $2,360+27.4% | $2,975+1.0% | $2,631+14.3% |
| Participant deferral / active EE | $6,677 | $4,242+57.4% | $5,107+30.8% | $4,212+58.5% |
| Admin fee / account holder | $820 | $8,989-90.9% | $12,068-93.2% | $7,344-88.8% |