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 | $81,403 | $154,228-47.2% | $145,433-44.0% | $137,256-40.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 18.34% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,180 | $4,804-54.6% | $4,554-52.1% | $4,156-47.5% |
| Participant deferral / active EE | $7,816 | $8,216-4.9% | $7,897-1.0% | $6,407+22.0% |
| Admin fee / account holder | $3,204 | $14,344-77.7% | $13,129-75.6% | $12,270-73.9% |