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 | $82,698 | $95,453-13.4% | $112,040-26.2% | $82,448+0.3% |
| Participation rate | 95.1% | 72.8%+22.4pp | 76.5%+18.6pp | 68.1%+27.1pp |
| Annual return | 17.73% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $5,609 | $2,318+142.0% | $2,954+89.9% | $2,551+119.9% |
| Participant deferral / active EE | $15,755 | $4,224+273.0% | $5,098+209.1% | $4,139+280.6% |
| Admin fee / account holder | $14,506 | $9,013+60.9% | $12,098+19.9% | $7,234+100.5% |