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 | $53,464 | $201,272-73.4% | $184,203-71.0% | $145,922-63.4% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 12.50% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,618 | $7,022-77.0% | $6,427-74.8% | $4,660-65.3% |
| Participant deferral / active EE | $5,048 | $9,806-48.5% | $9,131-44.7% | $6,688-24.5% |
| Admin fee / account holder | $1,512 | $16,364-90.8% | $13,901-89.1% | $13,397-88.7% |