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 | $34,028 | $74,927-54.6% | $101,794-66.6% | $84,808-59.9% |
| Participation rate | 92.5% | 61.4%+31.1pp | 69.2%+23.3pp | 68.3%+24.1pp |
| Annual return | 22.03% | 18.70%+3.3pp | 30.53%-8.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,445 | $1,522+60.7% | $2,289+6.8% | $2,631-7.1% |
| Participant deferral / active EE | $4,418 | $3,099+42.6% | $4,084+8.2% | $4,212+4.9% |
| Admin fee / account holder | $3,322 | $6,514-49.0% | $8,777-62.2% | $7,344-54.8% |