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 | $44,276 | $70,475-37.2% | $100,516-56.0% | $79,858-44.6% |
| Participation rate | 97.6% | 73.7%+24.0pp | 79.4%+18.2pp | 69.6%+28.0pp |
| Annual return | 17.28% | 21.90%-4.6pp | 30.89%-13.6pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,696 | $2,165+24.6% | $3,418-21.1% | $2,471+9.1% |
| Participant deferral / active EE | $7,083 | $5,181+36.7% | $6,270+13.0% | $3,740+89.4% |
| Admin fee / account holder | $1,197 | $4,478-73.3% | $8,081-85.2% | $5,306-77.4% |