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 | $98,059 | $123,793-20.8% | $177,821-44.9% | $79,858+22.8% |
| Participation rate | 94.1% | 84.7%+9.5pp | 87.7%+6.4pp | 69.6%+24.5pp |
| Annual return | 13.30% | 22.82%-9.5pp | 48.32%-35.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,462 | $4,095-39.9% | $5,918-58.4% | $2,471-0.3% |
| Participant deferral / active EE | $7,673 | $5,956+28.8% | $7,714-0.5% | $3,740+105.2% |
| Admin fee / account holder | $573 | $7,243-92.1% | $12,427-95.4% | $5,306-89.2% |