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 | $46,584 | $78,422-40.6% | $95,952-51.5% | $79,858-41.7% |
| Participation rate | 80.5% | 73.5%+7.0pp | 77.1%+3.4pp | 69.6%+10.9pp |
| Annual return | 18.04% | 19.37%-1.3pp | 91.61%-73.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,698 | $1,945-12.7% | $2,541-33.2% | $2,471-31.3% |
| Participant deferral / active EE | $3,013 | $3,440-12.4% | $4,167-27.7% | $3,740-19.4% |
| Admin fee / account holder | $4,298 | $5,622-23.5% | $6,795-36.7% | $5,306-19.0% |