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 | $57,909 | $86,922-33.4% | $102,438-43.5% | $80,874-28.4% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.6%+22.0pp |
| Annual return | 12.35% | 18.90%-6.5pp | 29.37%-17.0pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,415 | $2,369-40.3% | $3,024-53.2% | $2,756-48.7% |
| Participant deferral / active EE | $3,546 | $4,119-13.9% | $5,054-29.8% | $4,297-17.5% |
| Admin fee / account holder | $3,058 | $8,050-62.0% | $9,448-67.6% | $6,935-55.9% |