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 | $29,519 | $86,891-66.0% | $142,449-79.3% | $75,163-60.7% |
| Participation rate | 70.9% | 68.5%+2.4pp | 76.8%-5.9pp | 67.2%+3.7pp |
| Annual return | 20.83% | 23.31%-2.5pp | 19.99%+0.8pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,717 | $3,355-48.8% | $4,847-64.6% | $2,670-35.7% |
| Participant deferral / active EE | $3,510 | $4,938-28.9% | $6,283-44.1% | $4,125-14.9% |
| Admin fee / account holder | $1,293 | $7,299-82.3% | $10,011-87.1% | $5,651-77.1% |