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 | $49,921 | $49,9150% | $154,803-67.8% | $74,304-32.8% |
| Participation rate | 75.9% | 54.0%+22.0pp | 78.1%-2.1pp | 60.3%+15.6pp |
| Annual return | 26.11% | 34.06%-7.9pp | 58.88%-32.8pp | 29.43%-3.3pp |
| Employer contribution / active EE | $1,201 | $1,611-25.5% | $4,305-72.1% | $2,241-46.4% |
| Participant deferral / active EE | $2,322 | $2,255+3.0% | $5,540-58.1% | $3,767-38.4% |
| Admin fee / account holder | $3,249 | $2,189+48.4% | $14,329-77.3% | $2,969+9.4% |