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 | $49,260 | $46,553+5.8% | $64,056-23.1% | $75,163-34.5% |
| Participation rate | 76.5% | 65.9%+10.5pp | 72.3%+4.2pp | 67.2%+9.3pp |
| Annual return | 34.42% | 26.03%+8.4pp | 33.69%+0.7pp | 160.62%-126.2pp |
| Employer contribution / active EE | $1,481 | $1,974-25.0% | $2,747-46.1% | $2,670-44.5% |
| Participant deferral / active EE | $2,750 | $2,837-3.1% | $3,880-29.1% | $4,125-33.3% |
| Admin fee / account holder | $3,632 | $2,952+23.0% | $3,068+18.4% | $5,651-35.7% |