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 | $68,719-44.0% | $91,541-58.0% | $84,808-54.7% |
| Participation rate | 72.7% | 64.5%+8.2pp | 69.8%+3.0pp | 68.3%+4.4pp |
| Annual return | 22.61% | 19.12%+3.5pp | 20.50%+2.1pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,437 | $1,920-25.2% | $2,505-42.6% | $2,631-45.4% |
| Participant deferral / active EE | $3,673 | $3,136+17.1% | $4,008-8.3% | $4,212-12.8% |
| Admin fee / account holder | $2,822 | $5,786-51.2% | $6,956-59.4% | $7,344-61.6% |