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 | $67,130 | $109,881-38.9% | $150,045-55.3% | $84,808-20.8% |
| Participation rate | 89.2% | 76.1%+13.1pp | 82.3%+6.9pp | 68.3%+20.9pp |
| Annual return | 17.71% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,866 | $3,561-19.5% | $4,693-38.9% | $2,631+8.9% |
| Participant deferral / active EE | $4,671 | $6,636-29.6% | $7,997-41.6% | $4,212+10.9% |
| Admin fee / account holder | $2,966 | $8,568-65.4% | $13,435-77.9% | $7,344-59.6% |