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 | $54,448 | $106,515-48.9% | $96,683-43.7% | $139,434-61.0% |
| Participation rate | 77.3% | 77.8%-0.6pp | 74.3%+2.9pp | 80.3%-3.0pp |
| Annual return | 30.69% | 38.43%-7.7pp | 35.69%-5.0pp | 372.94%-342.3pp |
| Employer contribution / active EE | $1,610 | $4,103-60.8% | $3,737-56.9% | $4,751-66.1% |
| Participant deferral / active EE | $6,290 | $5,454+15.3% | $4,878+28.9% | $6,710-6.3% |
| Admin fee / account holder | $7,672 | $7,877-2.6% | $6,730+14.0% | $11,403-32.7% |