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 | $127,509 | $228,332-44.2% | $185,823-31.4% | $158,922-19.8% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 41.82% | 40.80%+1.0pp | 35.95%+5.9pp | 302.83%-261.0pp |
| Employer contribution / active EE | $1,306 | $4,967-73.7% | $4,087-68.0% | $4,761-72.6% |
| Participant deferral / active EE | $2,307 | $6,415-64.0% | $5,632-59.0% | $5,982-61.4% |
| Admin fee / account holder | $447 | $11,864-96.2% | $9,500-95.3% | $11,246-96.0% |