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 | $61,915 | $60,022+3.2% | $88,946-30.4% | $84,808-27.0% |
| Participation rate | 77.8% | 57.8%+19.9pp | 68.8%+8.9pp | 68.3%+9.5pp |
| Annual return | 17.29% | 22.43%-5.1pp | 57.82%-40.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,845 | $1,703+67.1% | $2,555+11.3% | $2,631+8.1% |
| Participant deferral / active EE | $6,504 | $3,114+108.9% | $4,581+42.0% | $4,212+54.4% |
| Admin fee / account holder | $930 | $4,811-80.7% | $8,261-88.7% | $7,344-87.3% |