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 | $33,323 | $80,673-58.7% | $101,326-67.1% | $84,808-60.7% |
| Participation rate | 94.7% | 77.8%+17.0pp | 81.5%+13.2pp | 68.3%+26.4pp |
| Annual return | 40.51% | 38.95%+1.6pp | 36.82%+3.7pp | 40.90%-0.4pp |
| Employer contribution / active EE | $2,672 | $2,698-1.0% | $3,665-27.1% | $2,631+1.6% |
| Participant deferral / active EE | $5,195 | $6,840-24.1% | $7,994-35.0% | $4,212+23.3% |
| Admin fee / account holder | $5,825 | $12,784-54.4% | $11,185-47.9% | $7,344-20.7% |