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 | $47,168 | $86,929-45.7% | $102,423-53.9% | $80,856-41.7% |
| Participation rate | 80.5% | 72.4%+8.1pp | 76.5%+4.0pp | 67.6%+12.8pp |
| Annual return | 18.17% | 18.88%-0.7pp | 29.32%-11.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $7,843 | $2,369+231.0% | $3,023+159.4% | $2,755+184.7% |
| Participant deferral / active EE | $14,441 | $4,118+250.6% | $5,053+185.8% | $4,296+236.2% |
| Admin fee / account holder | $1,320 | $8,049-83.6% | $9,451-86.0% | $6,918-80.9% |