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 | $63,674 | $93,571-32.0% | $135,903-53.1% | $75,163-15.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 19.26% | 30.90%-11.6pp | 68.23%-49.0pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,219 | $3,537-37.3% | $4,856-54.3% | $2,670-16.9% |
| Participant deferral / active EE | $6,975 | $6,404+8.9% | $7,758-10.1% | $4,125+69.1% |
| Admin fee / account holder | $3,444 | $6,975-50.6% | $10,762-68.0% | $5,651-39.1% |