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 9-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 | $35,861 | $106,749-66.4% | $145,433-75.3% | $82,448-56.5% |
| Participation rate | 86.2% | 75.6%+10.6pp | 82.1%+4.1pp | 68.1%+18.1pp |
| Annual return | 19.45% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,112 | $3,444-9.6% | $4,554-31.7% | $2,551+22.0% |
| Participant deferral / active EE | $4,762 | $6,519-26.9% | $7,897-39.7% | $4,139+15.0% |
| Admin fee / account holder | $1,485 | $8,390-82.3% | $13,129-88.7% | $7,234-79.5% |