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 | $41,495 | $109,413-62.1% | $156,263-73.4% | $84,808-51.1% |
| Participation rate | 75.0% | 72.7%+2.3pp | 78.9%-3.9pp | 68.3%+6.7pp |
| Annual return | 17.41% | 20.18%-2.8pp | 59.47%-42.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,693 | $2,907-41.8% | $4,333-60.9% | $2,631-35.7% |
| Participant deferral / active EE | $4,520 | $4,590-1.5% | $6,158-26.6% | $4,212+7.3% |
| Admin fee / account holder | $2,800 | $9,357-70.1% | $14,255-80.4% | $7,344-61.9% |