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 | $49,943 | $80,968-38.3% | $96,544-48.3% | $75,163-33.6% |
| Participation rate | 78.4% | 71.8%+6.7pp | 76.0%+2.5pp | 67.2%+11.2pp |
| Annual return | 23.05% | 27.06%-4.0pp | 25.84%-2.8pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,582 | $2,282-30.7% | $2,965-46.6% | $2,670-40.7% |
| Participant deferral / active EE | $3,038 | $3,928-22.7% | $4,851-37.4% | $4,125-26.4% |
| Admin fee / account holder | $4,577 | $6,724-31.9% | $8,252-44.5% | $5,651-19.0% |