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 8-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 | $59,187 | $106,749-44.6% | $145,433-59.3% | $82,448-28.2% |
| Participation rate | 75.6% | 75.6%0pp | 82.1%-6.5pp | 68.1%+7.5pp |
| Annual return | 23.07% | 27.59%-4.5pp | 66.58%-43.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $3,566 | $3,444+3.5% | $4,554-21.7% | $2,551+39.8% |
| Participant deferral / active EE | $9,995 | $6,519+53.3% | $7,897+26.6% | $4,139+141.5% |
| Admin fee / account holder | $9,439 | $8,390+12.5% | $13,129-28.1% | $7,234+30.5% |