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 6-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 | $62,184 | $148,978-58.3% | $200,582-69.0% | $84,808-26.7% |
| Participation rate | 76.0% | 84.2%-8.2pp | 86.9%-10.9pp | 68.3%+7.7pp |
| Annual return | 22.71% | 28.16%-5.5pp | 42.33%-19.6pp | 40.90%-18.2pp |
| Employer contribution / active EE | $2,439 | $4,815-49.3% | $6,419-62.0% | $2,631-7.3% |
| Participant deferral / active EE | $5,217 | $7,142-27.0% | $9,331-44.1% | $4,212+23.9% |
| Admin fee / account holder | $1,125 | $13,977-92.0% | $16,305-93.1% | $7,344-84.7% |