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 | $68,691 | $138,347-50.3% | $184,203-62.7% | $80,856-15.0% |
| Participation rate | 76.8% | 83.9%-7.1pp | 86.8%-10.0pp | 67.6%+9.1pp |
| Annual return | 23.00% | 20.02%+3.0pp | 28.81%-5.8pp | 35.59%-12.6pp |
| Employer contribution / active EE | $4,074 | $4,850-16.0% | $6,427-36.6% | $2,755+47.9% |
| Participant deferral / active EE | $13,554 | $7,071+91.7% | $9,131+48.4% | $4,296+215.5% |
| Admin fee / account holder | $4,567 | $10,483-56.4% | $13,901-67.1% | $6,918-34.0% |