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 6-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 | $38,457 | $67,894-43.4% | $89,340-57.0% | $82,448-53.4% |
| Participation rate | 72.7% | 64.0%+8.7pp | 69.6%+3.2pp | 68.1%+4.7pp |
| Annual return | 22.61% | 19.21%+3.4pp | 20.57%+2.0pp | 41.64%-19.0pp |
| Employer contribution / active EE | $1,437 | $1,828-21.4% | $2,231-35.6% | $2,551-43.7% |
| Participant deferral / active EE | $3,673 | $3,072+19.6% | $3,823-3.9% | $4,139-11.3% |
| Admin fee / account holder | $2,822 | $5,723-50.7% | $6,704-57.9% | $7,234-61.0% |