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 | $41,389 | $124,281-66.7% | $109,143-62.1% | $167,490-75.3% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 21.02% | 26.04%-5.0pp | 25.75%-4.7pp | 478.56%-457.5pp |
| Employer contribution / active EE | $3,774 | $4,207-10.3% | $3,722+1.4% | $4,837-22.0% |
| Participant deferral / active EE | $8,550 | $5,255+62.7% | $4,653+83.7% | $6,341+34.8% |
| Admin fee / account holder | $3,427 | $7,970-57.0% | $6,752-49.2% | $12,309-72.2% |