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 | $55,609 | $117,983-52.9% | $101,794-45.4% | $142,382-60.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 16.97% | 36.92%-19.9pp | 30.53%-13.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $677 | $2,773-75.6% | $2,289-70.4% | $4,299-84.2% |
| Participant deferral / active EE | $2,403 | $4,714-49.0% | $4,084-41.2% | $6,507-63.1% |
| Admin fee / account holder | $2,492 | $10,433-76.1% | $8,777-71.6% | $12,624-80.3% |