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 | $44,451 | $78,926-43.7% | $136,749-67.5% | $84,808-47.6% |
| Participation rate | 91.8% | 62.2%+29.7pp | 72.1%+19.7pp | 68.3%+23.5pp |
| Annual return | 21.31% | 18.17%+3.1pp | 24.33%-3.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $4,128 | $2,134+93.4% | $3,400+21.4% | $2,631+56.9% |
| Participant deferral / active EE | $6,806 | $3,168+114.8% | $4,692+45.0% | $4,212+61.6% |
| Admin fee / account holder | $3,096 | $6,369-51.4% | $11,386-72.8% | $7,344-57.8% |