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 | $47,982 | $95,803-49.9% | $113,168-57.6% | $84,808-43.4% |
| Participation rate | 88.7% | 72.9%+15.8pp | 76.6%+12.1pp | 68.3%+20.4pp |
| Annual return | 20.89% | 25.00%-4.1pp | 24.27%-3.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,915 | $2,360-18.9% | $2,975-35.6% | $2,631-27.2% |
| Participant deferral / active EE | $5,998 | $4,242+41.4% | $5,107+17.5% | $4,212+42.4% |
| Admin fee / account holder | $3,480 | $8,989-61.3% | $12,068-71.2% | $7,344-52.6% |