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 | $42,125 | $108,825-61.3% | $156,181-73.0% | $82,448-48.9% |
| Participation rate | 82.8% | 72.4%+10.4pp | 78.8%+3.9pp | 68.1%+14.7pp |
| Annual return | 25.71% | 20.59%+5.1pp | 64.87%-39.2pp | 41.64%-15.9pp |
| Employer contribution / active EE | $4,153 | $2,870+44.7% | $4,294-3.3% | $2,551+62.8% |
| Participant deferral / active EE | $7,257 | $4,577+58.5% | $6,132+18.3% | $4,139+75.3% |
| Admin fee / account holder | $11,605 | $9,341+24.2% | $14,586-20.4% | $7,234+60.4% |