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 8-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 | $39,279 | $72,492-45.8% | $87,100-54.9% | $72,985-46.2% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 18.46% | 24.46%-6.0pp | 28.19%-9.7pp | 81.00%-62.5pp |
| Employer contribution / active EE | $5,413 | $1,894+185.8% | $2,521+114.7% | $2,440+121.9% |
| Participant deferral / active EE | $5,127 | $3,270+56.8% | $4,049+26.6% | $3,607+42.1% |
| Admin fee / account holder | $814 | $5,055-83.9% | $7,497-89.1% | $5,124-84.1% |