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 | $67,194 | $148,978-54.9% | $200,582-66.5% | $84,808-20.8% |
| Participation rate | 96.6% | 84.2%+12.3pp | 86.9%+9.7pp | 68.3%+28.2pp |
| Annual return | 14.70% | 28.16%-13.5pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,165 | $4,815-34.3% | $6,419-50.7% | $2,631+20.3% |
| Participant deferral / active EE | $4,784 | $7,142-33.0% | $9,331-48.7% | $4,212+13.6% |
| Admin fee / account holder | $1,243 | $13,977-91.1% | $16,305-92.4% | $7,344-83.1% |