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 | $83,130 | $109,413-24.0% | $156,263-46.8% | $84,808-2.0% |
| Participation rate | 70.6% | 72.7%-2.1pp | 78.9%-8.3pp | 68.3%+2.3pp |
| Annual return | 14.89% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,294 | $2,907+13.3% | $4,333-24.0% | $2,631+25.2% |
| Participant deferral / active EE | $7,565 | $4,590+64.8% | $6,158+22.8% | $4,212+79.6% |
| Admin fee / account holder | $625 | $9,357-93.3% | $14,255-95.6% | $7,344-91.5% |