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 | $72,170 | $81,460-11.4% | $103,333-30.2% | $80,856-10.7% |
| Participation rate | 98.6% | 66.8%+31.7pp | 74.5%+24.1pp | 67.6%+31.0pp |
| Annual return | 16.50% | 25.55%-9.0pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,170 | $3,105+34.3% | $3,868+7.8% | $2,755+51.4% |
| Participant deferral / active EE | $8,465 | $3,869+118.8% | $5,057+67.4% | $4,296+97.1% |
| Admin fee / account holder | $5,455 | $6,566-16.9% | $8,355-34.7% | $6,918-21.2% |