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 | $48,801 | $87,841-44.4% | $133,980-63.6% | $62,891-22.4% |
| Participation rate | 97.2% | 83.4%+13.8pp | 87.1%+10.2pp | 69.3%+27.9pp |
| Annual return | 9.87% | 12.05%-2.2pp | 29.30%-19.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $2,218 | $3,483-36.3% | $5,211-57.4% | $2,281-2.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,456 | $5,371-72.9% | $9,324-84.4% | $4,296-66.1% |