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 8-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 | $42,136 | $93,571-55.0% | $135,903-69.0% | $75,163-43.9% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 28.76% | 30.90%-2.1pp | 68.23%-39.5pp | 160.62%-131.9pp |
| Employer contribution / active EE | $3,205 | $3,537-9.4% | $4,856-34.0% | $2,670+20.0% |
| Participant deferral / active EE | $6,432 | $6,404+0.4% | $7,758-17.1% | $4,125+55.9% |
| Admin fee / account holder | $1,693 | $6,975-75.7% | $10,762-84.3% | $5,651-70.0% |