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 | $95,803-13.7% | $113,168-26.9% | $84,808-2.5% |
| Participation rate | 95.1% | 72.9%+22.3pp | 76.6%+18.6pp | 68.3%+26.8pp |
| Annual return | 17.73% | 25.00%-7.3pp | 24.27%-6.5pp | 40.90%-23.2pp |
| Employer contribution / active EE | $5,609 | $2,360+137.7% | $2,975+88.5% | $2,631+113.2% |
| Participant deferral / active EE | $15,755 | $4,242+271.4% | $5,107+208.5% | $4,212+274.1% |
| Admin fee / account holder | $14,506 | $8,989+61.4% | $12,068+20.2% | $7,344+97.5% |