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 5-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 | $42,354 | $109,881-61.5% | $150,045-71.8% | $84,808-50.1% |
| Participation rate | 87.2% | 76.1%+11.1pp | 82.3%+4.9pp | 68.3%+18.9pp |
| Annual return | 42.48% | 28.25%+14.2pp | 62.55%-20.1pp | 40.90%+1.6pp |
| Employer contribution / active EE | $3,971 | $3,561+11.5% | $4,693-15.4% | $2,631+50.9% |
| Participant deferral / active EE | $8,583 | $6,636+29.3% | $7,997+7.3% | $4,212+103.8% |
| Admin fee / account holder | $6,873 | $8,568-19.8% | $13,435-48.8% | $7,344-6.4% |