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 3-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 | $70,026 | $138,347-49.4% | $184,203-62.0% | $80,856-13.4% |
| Participation rate | 86.7% | 83.9%+2.9pp | 86.8%-0.1pp | 67.6%+19.1pp |
| Annual return | 17.17% | 20.02%-2.9pp | 28.81%-11.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,627 | $4,850-45.8% | $6,427-59.1% | $2,755-4.6% |
| Participant deferral / active EE | $9,242 | $7,071+30.7% | $9,131+1.2% | $4,296+115.1% |
| Admin fee / account holder | $4,873 | $10,483-53.5% | $13,901-64.9% | $6,918-29.6% |