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 | $39,075 | $125,758-68.9% | $169,993-77.0% | $75,163-48.0% |
| Participation rate | 90.1% | 83.6%+6.5pp | 87.0%+3.1pp | 67.2%+22.9pp |
| Annual return | 22.03% | 27.20%-5.2pp | 53.37%-31.3pp | 160.62%-138.6pp |
| Employer contribution / active EE | $3,999 | $4,615-13.4% | $6,785-41.1% | $2,670+49.8% |
| Participant deferral / active EE | $5,171 | $6,837-24.4% | $10,408-50.3% | $4,125+25.3% |
| Admin fee / account holder | $2,519 | $8,173-69.2% | $12,815-80.3% | $5,651-55.4% |