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 6-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 | $44,081 | $109,881-59.9% | $150,045-70.6% | $84,808-48.0% |
| Participation rate | 78.0% | 76.1%+1.9pp | 82.3%-4.3pp | 68.3%+9.7pp |
| Annual return | 21.63% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,391 | $3,561-32.9% | $4,693-49.0% | $2,631-9.1% |
| Participant deferral / active EE | $7,330 | $6,636+10.5% | $7,997-8.3% | $4,212+74.0% |
| Admin fee / account holder | $2,069 | $8,568-75.9% | $13,435-84.6% | $7,344-71.8% |