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 | $54,813 | $60,022-8.7% | $88,946-38.4% | $84,808-35.4% |
| Participation rate | 96.4% | 57.8%+38.6pp | 68.8%+27.6pp | 68.3%+28.1pp |
| Annual return | 14.77% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,020 | $1,703+77.4% | $2,555+18.2% | $2,631+14.8% |
| Participant deferral / active EE | $6,735 | $3,114+116.3% | $4,581+47.0% | $4,212+59.9% |
| Admin fee / account holder | $1,271 | $4,811-73.6% | $8,261-84.6% | $7,344-82.7% |