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 | $23,028 | $73,933-68.9% | $96,683-76.2% | $75,163-69.4% |
| Participation rate | 73.1% | 66.4%+6.7pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 17.89% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,031 | $2,928-30.6% | $3,737-45.7% | $2,670-23.9% |
| Participant deferral / active EE | $3,984 | $3,659+8.9% | $4,878-18.3% | $4,125-3.4% |
| Admin fee / account holder | $4,744 | $5,216-9.1% | $6,730-29.5% | $5,651-16.0% |