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 | $78,585 | $106,749-26.4% | $145,433-46.0% | $82,448-4.7% |
| Participation rate | 76.6% | 75.6%+0.9pp | 82.1%-5.5pp | 68.1%+8.5pp |
| Annual return | 21.75% | 27.59%-5.8pp | 66.58%-44.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $3,266 | $3,444-5.2% | $4,554-28.3% | $2,551+28.0% |
| Participant deferral / active EE | $6,127 | $6,519-6.0% | $7,897-22.4% | $4,139+48.0% |
| Admin fee / account holder | $19,554 | $8,390+133.1% | $13,129+48.9% | $7,234+170.3% |