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 | $45,404 | $93,571-51.5% | $135,903-66.6% | $75,163-39.6% |
| Participation rate | 79.5% | 75.2%+4.4pp | 81.9%-2.4pp | 67.2%+12.4pp |
| Annual return | 16.37% | 30.90%-14.5pp | 68.23%-51.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,762 | $3,537+6.4% | $4,856-22.5% | $2,670+40.9% |
| Participant deferral / active EE | $7,241 | $6,404+13.1% | $7,758-6.7% | $4,125+75.5% |
| Admin fee / account holder | $11,527 | $6,975+65.3% | $10,762+7.1% | $5,651+104.0% |