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 8-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 | $79,137 | $65,365+21.1% | $92,893-14.8% | $72,985+8.4% |
| Participation rate | 76.7% | 68.3%+8.4pp | 76.0%+0.7pp | 69.5%+7.2pp |
| Annual return | 26.12% | 42.10%-16.0pp | 109.41%-83.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,887 | $2,594+11.3% | $3,653-21.0% | $2,440+18.3% |
| Participant deferral / active EE | $5,046 | $3,128+61.3% | $4,236+19.1% | $3,607+39.9% |
| Admin fee / account holder | $3,134 | $4,251-26.3% | $5,794-45.9% | $5,124-38.8% |