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 | $39,356 | $86,286-54.4% | $111,297-64.6% | $85,850-54.2% |
| Participation rate | 76.7% | 73.3%+3.3pp | 77.3%-0.6pp | 69.3%+7.4pp |
| Annual return | 17.73% | 19.99%-2.3pp | 54.65%-36.9pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,588 | $2,043-22.3% | $2,731-41.8% | $2,565-38.1% |
| Participant deferral / active EE | $2,934 | $3,641-19.4% | $4,487-34.6% | $3,952-25.7% |
| Admin fee / account holder | $1,615 | $8,188-80.3% | $7,964-79.7% | $6,260-74.2% |