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 | $41,862 | $76,367-45.2% | $93,606-55.3% | $72,985-42.6% |
| Participation rate | 80.6% | 71.7%+8.9pp | 75.8%+4.8pp | 69.5%+11.1pp |
| Annual return | 20.63% | 25.82%-5.2pp | 32.76%-12.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,936 | $2,275-14.9% | $2,718-28.8% | $2,440-20.6% |
| Participant deferral / active EE | $2,981 | $3,538-15.8% | $4,069-26.7% | $3,607-17.4% |
| Admin fee / account holder | $3,068 | $6,838-55.1% | $7,888-61.1% | $5,124-40.1% |