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 | $67,664 | $93,571-27.7% | $135,903-50.2% | $75,163-10.0% |
| Participation rate | 74.2% | 75.2%-0.9pp | 81.9%-7.7pp | 67.2%+7.1pp |
| Annual return | 25.95% | 30.90%-5.0pp | 68.23%-42.3pp | 160.62%-134.7pp |
| Employer contribution / active EE | $3,409 | $3,537-3.6% | $4,856-29.8% | $2,670+27.7% |
| Participant deferral / active EE | $7,193 | $6,404+12.3% | $7,758-7.3% | $4,125+74.4% |
| Admin fee / account holder | $3,748 | $6,975-46.3% | $10,762-65.2% | $5,651-33.7% |