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 | $41,838 | $109,881-61.9% | $150,045-72.1% | $84,808-50.7% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 21.69% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,175 | $3,561-10.8% | $4,693-32.3% | $2,631+20.7% |
| Participant deferral / active EE | $9,968 | $6,636+50.2% | $7,997+24.6% | $4,212+136.7% |
| Admin fee / account holder | $2,892 | $8,568-66.2% | $13,435-78.5% | $7,344-60.6% |