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 | $40,958 | $109,881-62.7% | $150,045-72.7% | $84,808-51.7% |
| Participation rate | 84.7% | 76.1%+8.7pp | 82.3%+2.4pp | 68.3%+16.4pp |
| Annual return | 20.80% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $4,326 | $3,561+21.5% | $4,693-7.8% | $2,631+64.4% |
| Participant deferral / active EE | $10,433 | $6,636+57.2% | $7,997+30.5% | $4,212+147.7% |
| Admin fee / account holder | $1,517 | $8,568-82.3% | $13,435-88.7% | $7,344-79.3% |