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 | $56,087 | $100,326-44.1% | $180,183-68.9% | $84,808-33.9% |
| Participation rate | 70.0% | 71.0%-1.0pp | 77.4%-7.4pp | 68.3%+1.7pp |
| Annual return | 15.06% | 17.86%-2.8pp | 27.86%-12.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,280 | $3,269-30.2% | $5,039-54.7% | $2,631-13.3% |
| Participant deferral / active EE | $4,914 | $5,066-3.0% | $6,822-28.0% | $4,212+16.7% |
| Admin fee / account holder | $1,512 | $9,674-84.4% | $19,975-92.4% | $7,344-79.4% |