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 | $39,673 | $88,360-55.1% | $145,433-72.7% | $67,986-41.6% |
| Participation rate | 75.2% | 65.5%+9.7pp | 82.1%-6.9pp | 57.2%+18.0pp |
| Annual return | 17.62% | 63.15%-45.5pp | 66.58%-49.0pp | 31.67%-14.0pp |
| Employer contribution / active EE | $3,512 | $3,054+15.0% | $4,554-22.9% | $2,019+74.0% |
| Participant deferral / active EE | $8,277 | $5,932+39.5% | $7,897+4.8% | $3,358+146.5% |
| Admin fee / account holder | $7,025 | $3,313+112.0% | $13,129-46.5% | $3,203+119.3% |