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 | $55,825 | $163,101-65.8% | $136,749-59.2% | $142,382-60.8% |
| Participation rate | 87.5% | 78.2%+9.3pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 15.80% | 27.54%-11.7pp | 24.33%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,905 | $4,117-29.4% | $3,400-14.5% | $4,299-32.4% |
| Participant deferral / active EE | $6,045 | $5,585+8.2% | $4,692+28.8% | $6,507-7.1% |
| Admin fee / account holder | $2,309 | $14,318-83.9% | $11,386-79.7% | $12,624-81.7% |