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 | $67,433 | $80,673-16.4% | $101,326-33.4% | $84,808-20.5% |
| Participation rate | 91.7% | 77.8%+13.9pp | 81.5%+10.2pp | 68.3%+23.4pp |
| Annual return | 22.32% | 38.95%-16.6pp | 36.82%-14.5pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,566 | $2,698-4.9% | $3,665-30.0% | $2,631-2.5% |
| Participant deferral / active EE | $12,378 | $6,840+81.0% | $7,994+54.8% | $4,212+193.9% |
| Admin fee / account holder | $2,792 | $12,784-78.2% | $11,185-75.0% | $7,344-62.0% |