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 | $75,142 | $101,724-26.1% | $164,813-54.4% | $80,856-7.1% |
| Participation rate | 86.8% | 71.8%+15.0pp | 78.6%+8.2pp | 67.6%+19.2pp |
| Annual return | 16.86% | 16.72%+0.1pp | 69.93%-53.1pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,505 | $2,953-15.2% | $4,341-42.3% | $2,755-9.1% |
| Participant deferral / active EE | $3,942 | $4,477-12.0% | $6,031-34.6% | $4,296-8.2% |
| Admin fee / account holder | $22,548 | $8,227+174.1% | $12,690+77.7% | $6,918+225.9% |