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 6-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 | $43,668 | $106,749-59.1% | $145,433-70.0% | $82,448-47.0% |
| Participation rate | 89.7% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.6pp |
| Annual return | 19.68% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,388 | $3,444-1.6% | $4,554-25.6% | $2,551+32.8% |
| Participant deferral / active EE | $5,689 | $6,519-12.7% | $7,897-28.0% | $4,139+37.4% |
| Admin fee / account holder | $3,144 | $8,390-62.5% | $13,129-76.0% | $7,234-56.5% |