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 | $59,000 | $94,625-37.6% | $116,228-49.2% | $84,808-30.4% |
| Participation rate | 81.1% | 70.4%+10.6pp | 74.6%+6.5pp | 68.3%+12.8pp |
| Annual return | 18.48% | 20.40%-1.9pp | 90.06%-71.6pp | 40.90%-22.4pp |
| Employer contribution / active EE | $3,649 | $2,347+55.5% | $2,994+21.9% | $2,631+38.7% |
| Participant deferral / active EE | $6,396 | $3,972+61.0% | $4,953+29.1% | $4,212+51.9% |
| Admin fee / account holder | $3,193 | $10,091-68.4% | $11,989-73.4% | $7,344-56.5% |