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 | $61,755 | $94,338-34.5% | $100,534-38.6% | $142,382-56.6% |
| Participation rate | 87.5% | 81.7%+5.8pp | 80.6%+6.9pp | 80.1%+7.4pp |
| Annual return | 13.57% | 29.20%-15.6pp | 32.66%-19.1pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,049 | $4,237-51.6% | $4,346-52.9% | $4,299-52.3% |
| Participant deferral / active EE | $9,901 | $5,934+66.8% | $6,144+61.1% | $6,507+52.2% |
| Admin fee / account holder | $1,195 | $8,421-85.8% | $7,654-84.4% | $12,624-90.5% |