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 | $80,673-22.7% | $101,326-38.4% | $84,808-26.4% |
| Participation rate | 78.0% | 77.8%+0.2pp | 81.5%-3.5pp | 68.3%+9.7pp |
| Annual return | 36.85% | 38.95%-2.1pp | 36.82%0pp | 40.90%-4.0pp |
| Employer contribution / active EE | $4,010 | $2,698+48.6% | $3,665+9.4% | $2,631+52.4% |
| Participant deferral / active EE | $10,233 | $6,840+49.6% | $7,994+28.0% | $4,212+143.0% |
| Admin fee / account holder | $2,846 | $12,784-77.7% | $11,185-74.6% | $7,344-61.2% |