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 6-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 | $71,106 | $94,625-24.9% | $116,228-38.8% | $84,808-16.2% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.6%+2.4pp | 68.3%+8.6pp |
| Annual return | 22.80% | 20.40%+2.4pp | 90.06%-67.3pp | 40.90%-18.1pp |
| Employer contribution / active EE | $3,990 | $2,347+70.1% | $2,994+33.3% | $2,631+51.7% |
| Participant deferral / active EE | $6,985 | $3,972+75.8% | $4,953+41.0% | $4,212+65.8% |
| Admin fee / account holder | $7,510 | $10,091-25.6% | $11,989-37.4% | $7,344+2.3% |