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 | $49,833 | $72,492-31.3% | $87,100-42.8% | $72,985-31.7% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 22.74% | 24.46%-1.7pp | 28.19%-5.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $748 | $1,894-60.5% | $2,521-70.3% | $2,440-69.3% |
| Participant deferral / active EE | $1,853 | $3,270-43.3% | $4,049-54.2% | $3,607-48.6% |
| Admin fee / account holder | $839 | $5,055-83.4% | $7,497-88.8% | $5,124-83.6% |