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 | $57,888 | $94,625-38.8% | $116,228-50.2% | $84,808-31.7% |
| Participation rate | 75.9% | 70.4%+5.4pp | 74.6%+1.3pp | 68.3%+7.6pp |
| Annual return | 21.96% | 20.40%+1.6pp | 90.06%-68.1pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,530 | $2,347+7.8% | $2,994-15.5% | $2,631-3.8% |
| Participant deferral / active EE | $5,705 | $3,972+43.6% | $4,953+15.2% | $4,212+35.4% |
| Admin fee / account holder | $891 | $10,091-91.2% | $11,989-92.6% | $7,344-87.9% |