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 | $44,662 | $81,460-45.2% | $103,333-56.8% | $80,856-44.8% |
| Participation rate | 75.7% | 66.8%+8.8pp | 74.5%+1.2pp | 67.6%+8.0pp |
| Annual return | 30.58% | 25.55%+5.0pp | 24.88%+5.7pp | 35.59%-5.0pp |
| Employer contribution / active EE | $3,479 | $3,105+12.0% | $3,868-10.0% | $2,755+26.3% |
| Participant deferral / active EE | $3,644 | $3,869-5.8% | $5,057-27.9% | $4,296-15.2% |
| Admin fee / account holder | $1,216 | $6,566-81.5% | $8,355-85.5% | $6,918-82.4% |