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 | $74,927-69.5% | $101,794-77.6% | $84,808-73.1% |
| Participation rate | 78.0% | 61.4%+16.6pp | 69.2%+8.8pp | 68.3%+9.7pp |
| Annual return | 17.90% | 18.70%-0.8pp | 30.53%-12.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,556 | $1,522+67.9% | $2,289+11.7% | $2,631-2.9% |
| Participant deferral / active EE | $5,341 | $3,099+72.3% | $4,084+30.8% | $4,212+26.8% |
| Admin fee / account holder | $2,265 | $6,514-65.2% | $8,777-74.2% | $7,344-69.2% |