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 | $63,736 | $68,719-7.3% | $91,541-30.4% | $84,808-24.8% |
| Participation rate | 78.2% | 64.5%+13.7pp | 69.8%+8.4pp | 68.3%+9.8pp |
| Annual return | 17.95% | 19.12%-1.2pp | 20.50%-2.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,677 | $1,920+39.5% | $2,505+6.9% | $2,631+1.8% |
| Participant deferral / active EE | $4,870 | $3,136+55.3% | $4,008+21.5% | $4,212+15.6% |
| Admin fee / account holder | $7,564 | $5,786+30.7% | $6,956+8.7% | $7,344+3.0% |