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 8-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 | $49,817 | $70,475-29.3% | $100,516-50.4% | $79,858-37.6% |
| Participation rate | 92.5% | 73.7%+18.8pp | 79.4%+13.1pp | 69.6%+22.9pp |
| Annual return | 20.99% | 21.90%-0.9pp | 30.89%-9.9pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,115 | $2,165-2.3% | $3,418-38.1% | $2,471-14.4% |
| Participant deferral / active EE | $6,581 | $5,181+27.0% | $6,270+5.0% | $3,740+76.0% |
| Admin fee / account holder | $6,622 | $4,478+47.9% | $8,081-18.1% | $5,306+24.8% |