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 | $46,650 | $60,349-22.7% | $74,183-37.1% | $62,891-25.8% |
| Participation rate | 96.6% | 72.7%+23.8pp | 76.6%+19.9pp | 69.3%+27.2pp |
| Annual return | 7.22% | 21.37%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $852 | $1,680-49.3% | $2,370-64.0% | $2,281-62.6% |
| Participant deferral / active EE | $3,741 | $2,856+31.0% | $3,550+5.4% | $3,203+16.8% |
| Admin fee / account holder | $2,551 | $4,261-40.1% | $5,586-54.3% | $4,296-40.6% |