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 | $43,544 | $86,929-49.9% | $102,423-57.5% | $80,856-46.1% |
| Participation rate | 89.2% | 72.4%+16.9pp | 76.5%+12.7pp | 67.6%+21.6pp |
| Annual return | 20.00% | 18.88%+1.1pp | 29.32%-9.3pp | 35.59%-15.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,377 | $4,118+176.3% | $5,053+125.2% | $4,296+164.9% |
| Admin fee / account holder | $1,939 | $8,049-75.9% | $9,451-79.5% | $6,918-72.0% |