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 | $71,331 | $109,413-34.8% | $156,263-54.4% | $84,808-15.9% |
| Participation rate | 71.2% | 72.7%-1.5pp | 78.9%-7.8pp | 68.3%+2.8pp |
| Annual return | 21.10% | 20.18%+0.9pp | 59.47%-38.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $5,555 | $2,907+91.1% | $4,333+28.2% | $2,631+111.1% |
| Participant deferral / active EE | $7,815 | $4,590+70.3% | $6,158+26.9% | $4,212+85.6% |
| Admin fee / account holder | $8,322 | $9,357-11.1% | $14,255-41.6% | $7,344+13.3% |