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 | $43,026 | $81,248-47.0% | $155,509-72.3% | $80,856-46.8% |
| Participation rate | 72.2% | 66.2%+6.0pp | 78.2%-6.0pp | 67.6%+4.6pp |
| Annual return | 15.36% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,038 | $3,100-34.3% | $4,672-56.4% | $2,755-26.0% |
| Participant deferral / active EE | $6,233 | $3,452+80.6% | $5,626+10.8% | $4,296+45.1% |
| Admin fee / account holder | $4,188 | $7,997-47.6% | $15,912-73.7% | $6,918-39.5% |