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 | $67,506 | $146,267-53.8% | $197,124-65.8% | $82,448-18.1% |
| Participation rate | 93.8% | 84.0%+9.7pp | 86.7%+7.0pp | 68.1%+25.7pp |
| Annual return | 15.83% | 29.61%-13.8pp | 44.34%-28.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $5,002 | $4,723+5.9% | $6,227-19.7% | $2,551+96.1% |
| Participant deferral / active EE | $6,110 | $7,035-13.1% | $9,135-33.1% | $4,139+47.6% |
| Admin fee / account holder | $9,296 | $14,422-35.5% | $16,298-43.0% | $7,234+28.5% |