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 | $51,475 | $148,978-65.4% | $200,582-74.3% | $84,808-39.3% |
| Participation rate | 76.5% | 84.2%-7.8pp | 86.9%-10.4pp | 68.3%+8.2pp |
| Annual return | 17.88% | 28.16%-10.3pp | 42.33%-24.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,187 | $4,815-54.6% | $6,419-65.9% | $2,631-16.9% |
| Participant deferral / active EE | $5,892 | $7,142-17.5% | $9,331-36.9% | $4,212+39.9% |
| Admin fee / account holder | $8,853 | $13,977-36.7% | $16,305-45.7% | $7,344+20.5% |