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 9-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 | $44,292 | $74,927-40.9% | $101,794-56.5% | $84,808-47.8% |
| Participation rate | 71.2% | 61.4%+9.8pp | 69.2%+2.0pp | 68.3%+2.8pp |
| Annual return | 17.52% | 18.70%-1.2pp | 30.53%-13.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,254 | $1,522-17.6% | $2,289-45.2% | $2,631-52.3% |
| Participant deferral / active EE | $2,793 | $3,099-9.9% | $4,084-31.6% | $4,212-33.7% |
| Admin fee / account holder | $4,234 | $6,514-35.0% | $8,777-51.8% | $7,344-42.4% |