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 | $60,777 | $138,347-56.1% | $184,203-67.0% | $80,856-24.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.75% | 20.02%-8.3pp | 28.81%-17.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,377 | $4,850-30.4% | $6,427-47.5% | $2,755+22.6% |
| Participant deferral / active EE | $7,802 | $7,071+10.3% | $9,131-14.6% | $4,296+81.6% |
| Admin fee / account holder | $2,226 | $10,483-78.8% | $13,901-84.0% | $6,918-67.8% |