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 | $38,229 | $109,881-65.2% | $150,045-74.5% | $84,808-54.9% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 24.40% | 28.25%-3.8pp | 62.55%-38.1pp | 40.90%-16.5pp |
| Employer contribution / active EE | $3,523 | $3,561-1.1% | $4,693-24.9% | $2,631+33.9% |
| Participant deferral / active EE | $6,833 | $6,636+3.0% | $7,997-14.6% | $4,212+62.2% |
| Admin fee / account holder | $1,823 | $8,568-78.7% | $13,435-86.4% | $7,344-75.2% |