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 | $77,896-42.9% | $134,172-66.9% | $82,448-46.1% |
| Participation rate | 91.8% | 62.8%+29.0pp | 72.5%+19.4pp | 68.1%+23.8pp |
| Annual return | 21.31% | 18.21%+3.1pp | 25.30%-4.0pp | 41.64%-20.3pp |
| Employer contribution / active EE | $4,128 | $2,159+91.2% | $3,420+20.7% | $2,551+61.8% |
| Participant deferral / active EE | $6,806 | $3,162+115.2% | $4,690+45.1% | $4,139+64.4% |
| Admin fee / account holder | $3,096 | $6,336-51.1% | $12,016-74.2% | $7,234-57.2% |