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 | $52,301 | $81,248-35.6% | $155,509-66.4% | $80,856-35.3% |
| Participation rate | 79.2% | 66.2%+12.9pp | 78.2%+1.0pp | 67.6%+11.5pp |
| Annual return | 14.21% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,771 | $3,100-10.6% | $4,672-40.7% | $2,755+0.6% |
| Participant deferral / active EE | $6,384 | $3,452+85.0% | $5,626+13.5% | $4,296+48.6% |
| Admin fee / account holder | $2,335 | $7,997-70.8% | $15,912-85.3% | $6,918-66.2% |