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 | $41,294 | $80,717-48.8% | $154,803-73.3% | $84,808-51.3% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 22.60% | 37.96%-15.4pp | 58.88%-36.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,414 | $2,761-12.6% | $4,305-43.9% | $2,631-8.2% |
| Participant deferral / active EE | $4,626 | $3,303+40.1% | $5,540-16.5% | $4,212+9.9% |
| Admin fee / account holder | $1,235 | $6,746-81.7% | $14,329-91.4% | $7,344-83.2% |