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 | $22,832 | $73,787-69.1% | $98,716-76.9% | $82,448-72.3% |
| Participation rate | 78.0% | 61.4%+16.6pp | 69.3%+8.7pp | 68.1%+9.9pp |
| Annual return | 17.90% | 18.57%-0.7pp | 31.81%-13.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,556 | $1,511+69.1% | $2,279+12.2% | $2,551+0.2% |
| Participant deferral / active EE | $5,341 | $3,081+73.3% | $4,048+32.0% | $4,139+29.0% |
| Admin fee / account holder | $2,265 | $6,500-65.2% | $8,703-74.0% | $7,234-68.7% |