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 | $26,896 | $80,717-66.7% | $154,803-82.6% | $84,808-68.3% |
| Participation rate | 92.9% | 66.8%+26.1pp | 78.1%+14.9pp | 68.3%+24.6pp |
| Annual return | 14.94% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,851 | $2,761+3.2% | $4,305-33.8% | $2,631+8.4% |
| Participant deferral / active EE | $4,379 | $3,303+32.6% | $5,540-21.0% | $4,212+4.0% |
| Admin fee / account holder | $3,921 | $6,746-41.9% | $14,329-72.6% | $7,344-46.6% |