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 | $46,047 | $81,460-43.5% | $103,333-55.4% | $80,856-43.1% |
| Participation rate | 73.3% | 66.8%+6.5pp | 74.5%-1.2pp | 67.6%+5.7pp |
| Annual return | 15.77% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,281 | $3,105-26.6% | $3,868-41.0% | $2,755-17.2% |
| Participant deferral / active EE | $7,288 | $3,869+88.4% | $5,057+44.1% | $4,296+69.7% |
| Admin fee / account holder | $3,613 | $6,566-45.0% | $8,355-56.8% | $6,918-47.8% |