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 | $57,215 | $95,803-40.3% | $113,168-49.4% | $84,808-32.5% |
| Participation rate | 92.2% | 72.9%+19.3pp | 76.6%+15.6pp | 68.3%+23.8pp |
| Annual return | 22.87% | 25.00%-2.1pp | 24.27%-1.4pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,621 | $2,360-31.3% | $2,975-45.5% | $2,631-38.4% |
| Participant deferral / active EE | $9,617 | $4,242+126.7% | $5,107+88.3% | $4,212+128.3% |
| Admin fee / account holder | $14,265 | $8,989+58.7% | $12,068+18.2% | $7,344+94.2% |