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 | $35,211 | $93,571-62.4% | $135,903-74.1% | $75,163-53.2% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 26.36% | 30.90%-4.5pp | 68.23%-41.9pp | 160.62%-134.3pp |
| Employer contribution / active EE | $4,336 | $3,537+22.6% | $4,856-10.7% | $2,670+62.4% |
| Participant deferral / active EE | $3,614 | $6,404-43.6% | $7,758-53.4% | $4,125-12.4% |
| Admin fee / account holder | $814 | $6,975-88.3% | $10,762-92.4% | $5,651-85.6% |