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 | $62,381 | $78,520-20.6% | $96,576-35.4% | $82,448-24.3% |
| Participation rate | 78.0% | 77.7%+0.2pp | 81.4%-3.5pp | 68.1%+9.9pp |
| Annual return | 36.85% | 41.30%-4.4pp | 38.47%-1.6pp | 41.64%-4.8pp |
| Employer contribution / active EE | $4,010 | $2,630+52.5% | $3,553+12.9% | $2,551+57.2% |
| Participant deferral / active EE | $10,233 | $6,754+51.5% | $7,956+28.6% | $4,139+147.2% |
| Admin fee / account holder | $2,846 | $13,455-78.8% | $11,381-75.0% | $7,234-60.7% |