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 | $62,990 | $109,881-42.7% | $150,045-58.0% | $84,808-25.7% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 22.59% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $5,906 | $3,561+65.8% | $4,693+25.8% | $2,631+124.5% |
| Participant deferral / active EE | $11,446 | $6,636+72.5% | $7,997+43.1% | $4,212+171.8% |
| Admin fee / account holder | $18,596 | $8,568+117.0% | $13,435+38.4% | $7,344+153.2% |