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 6-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 | $51,753 | $86,891-40.4% | $142,449-63.7% | $75,163-31.1% |
| Participation rate | 89.1% | 68.5%+20.6pp | 76.8%+12.3pp | 67.2%+21.9pp |
| Annual return | 24.52% | 23.31%+1.2pp | 19.99%+4.5pp | 160.62%-136.1pp |
| Employer contribution / active EE | $6,186 | $3,355+84.4% | $4,847+27.6% | $2,670+131.7% |
| Participant deferral / active EE | $9,847 | $4,938+99.4% | $6,283+56.7% | $4,125+138.7% |
| Admin fee / account holder | $3,529 | $7,299-51.6% | $10,011-64.7% | $5,651-37.5% |