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 | $76,170 | $95,803-20.5% | $113,168-32.7% | $84,808-10.2% |
| Participation rate | 95.3% | 72.9%+22.5pp | 76.6%+18.8pp | 68.3%+27.0pp |
| Annual return | 13.91% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,350 | $2,360-0.4% | $2,975-21.0% | $2,631-10.7% |
| Participant deferral / active EE | $2,436 | $4,242-42.6% | $5,107-52.3% | $4,212-42.2% |
| Admin fee / account holder | $16,861 | $8,989+87.6% | $12,068+39.7% | $7,344+129.6% |