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 | $59,017 | $51,175+15.3% | $70,515-16.3% | $75,163-21.5% |
| Participation rate | 81.2% | 60.9%+20.2pp | 68.3%+12.8pp | 67.2%+14.0pp |
| Annual return | 21.07% | 30.02%-9.0pp | 32.77%-11.7pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,212 | $1,826+75.9% | $2,973+8.0% | $2,670+20.3% |
| Participant deferral / active EE | $5,449 | $2,849+91.2% | $4,567+19.3% | $4,125+32.1% |
| Admin fee / account holder | $6,130 | $4,091+49.8% | $6,412-4.4% | $5,651+8.5% |