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 | $110,543 | $101,763+8.6% | $164,866-32.9% | $80,874+36.7% |
| Participation rate | 77.8% | 71.8%+6.0pp | 78.6%-0.8pp | 67.6%+10.1pp |
| Annual return | 12.93% | 16.73%-3.8pp | 69.97%-57.0pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,811 | $2,954-38.7% | $4,343-58.3% | $2,756-34.3% |
| Participant deferral / active EE | $3,860 | $4,477-13.8% | $6,033-36.0% | $4,297-10.2% |
| Admin fee / account holder | $10,719 | $8,228+30.3% | $12,689-15.5% | $6,935+54.6% |