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 | $37,476 | $111,814-66.5% | $103,374-63.7% | $145,959-74.3% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 19.85% | 24.77%-4.9pp | 24.89%-5.0pp | 561.95%-542.1pp |
| Employer contribution / active EE | $2,390 | $4,214-43.3% | $3,869-38.2% | $4,661-48.7% |
| Participant deferral / active EE | $8,287 | $5,618+47.5% | $5,058+63.8% | $6,689+23.9% |
| Admin fee / account holder | $3,228 | $9,754-66.9% | $8,394-61.5% | $13,398-75.9% |