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 | $50,855 | $93,571-45.7% | $135,903-62.6% | $75,163-32.3% |
| Participation rate | 76.1% | 75.2%+0.9pp | 81.9%-5.9pp | 67.2%+8.9pp |
| Annual return | 26.89% | 30.90%-4.0pp | 68.23%-41.3pp | 160.62%-133.7pp |
| Employer contribution / active EE | $3,049 | $3,537-13.8% | $4,856-37.2% | $2,670+14.2% |
| Participant deferral / active EE | $4,902 | $6,404-23.4% | $7,758-36.8% | $4,125+18.8% |
| Admin fee / account holder | $1,456 | $6,975-79.1% | $10,762-86.5% | $5,651-74.2% |