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 | $52,343 | $80,673-35.1% | $101,326-48.3% | $84,808-38.3% |
| Participation rate | 97.7% | 77.8%+19.9pp | 81.5%+16.2pp | 68.3%+29.4pp |
| Annual return | 20.73% | 38.95%-18.2pp | 36.82%-16.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $3,213 | $2,698+19.1% | $3,665-12.4% | $2,631+22.1% |
| Participant deferral / active EE | $6,847 | $6,840+0.1% | $7,994-14.3% | $4,212+62.6% |
| Admin fee / account holder | $2,327 | $12,784-81.8% | $11,185-79.2% | $7,344-68.3% |