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 | $101,763-53.0% | $164,866-71.0% | $80,874-40.9% |
| Participation rate | 72.1% | 71.8%+0.3pp | 78.6%-6.5pp | 67.6%+4.4pp |
| Annual return | 11.41% | 16.73%-5.3pp | 69.97%-58.6pp | 35.62%-24.2pp |
| Employer contribution / active EE | $2,185 | $2,954-26.1% | $4,343-49.7% | $2,756-20.7% |
| Participant deferral / active EE | $4,069 | $4,477-9.1% | $6,033-32.6% | $4,297-5.3% |
| Admin fee / account holder | $5,429 | $8,228-34.0% | $12,689-57.2% | $6,935-21.7% |