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 | $47,778 | $101,724-53.0% | $164,813-71.0% | $80,856-40.9% |
| Participation rate | 72.1% | 71.8%+0.3pp | 78.6%-6.5pp | 67.6%+4.5pp |
| Annual return | 11.41% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,185 | $2,953-26.0% | $4,341-49.7% | $2,755-20.7% |
| Participant deferral / active EE | $4,069 | $4,477-9.1% | $6,031-32.5% | $4,296-5.3% |
| Admin fee / account holder | $5,429 | $8,227-34.0% | $12,690-57.2% | $6,918-21.5% |