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 9-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 | $60,463 | $138,347-56.3% | $184,203-67.2% | $80,856-25.2% |
| Participation rate | 83.9% | 83.9%0pp | 86.8%-2.9pp | 67.6%+16.2pp |
| Annual return | 15.65% | 20.02%-4.4pp | 28.81%-13.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,236 | $4,850-33.3% | $6,427-49.7% | $2,755+17.5% |
| Participant deferral / active EE | $7,373 | $7,071+4.3% | $9,131-19.3% | $4,296+71.6% |
| Admin fee / account holder | $6,128 | $10,483-41.5% | $13,901-55.9% | $6,918-11.4% |