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 | $33,490 | $109,881-69.5% | $150,045-77.7% | $84,808-60.5% |
| Participation rate | 76.9% | 76.1%+0.8pp | 82.3%-5.4pp | 68.3%+8.6pp |
| Annual return | 54.20% | 28.25%+26.0pp | 62.55%-8.4pp | 40.90%+13.3pp |
| Employer contribution / active EE | $2,627 | $3,561-26.2% | $4,693-44.0% | $2,631-0.1% |
| Participant deferral / active EE | $5,525 | $6,636-16.7% | $7,997-30.9% | $4,212+31.2% |
| Admin fee / account holder | $1,754 | $8,568-79.5% | $13,435-86.9% | $7,344-76.1% |