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 5-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 | $24,363 | $74,927-67.5% | $101,794-76.1% | $84,808-71.3% |
| Participation rate | 70.3% | 61.4%+8.9pp | 69.2%+1.1pp | 68.3%+2.0pp |
| Annual return | 24.92% | 18.70%+6.2pp | 30.53%-5.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $2,570 | $1,522+68.9% | $2,289+12.3% | $2,631-2.3% |
| Participant deferral / active EE | $3,219 | $3,099+3.9% | $4,084-21.2% | $4,212-23.6% |
| Admin fee / account holder | $2,718 | $6,514-58.3% | $8,777-69.0% | $7,344-63.0% |