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 | $39,475 | $81,248-51.4% | $155,509-74.6% | $80,856-51.2% |
| Participation rate | 78.8% | 66.2%+12.6pp | 78.2%+0.6pp | 67.6%+11.1pp |
| Annual return | 26.32% | 33.31%-7.0pp | 64.67%-38.3pp | 35.59%-9.3pp |
| Employer contribution / active EE | $2,714 | $3,100-12.5% | $4,672-41.9% | $2,755-1.5% |
| Participant deferral / active EE | $3,913 | $3,452+13.4% | $5,626-30.4% | $4,296-8.9% |
| Admin fee / account holder | $1,734 | $7,997-78.3% | $15,912-89.1% | $6,918-74.9% |