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 | $108,874 | $80,968+34.5% | $96,544+12.8% | $75,163+44.8% |
| Participation rate | 77.1% | 71.8%+5.3pp | 76.0%+1.1pp | 67.2%+9.9pp |
| Annual return | 16.37% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,178 | $2,282-48.4% | $2,965-60.3% | $2,670-55.9% |
| Participant deferral / active EE | $2,363 | $3,928-39.8% | $4,851-51.3% | $4,125-42.7% |
| Admin fee / account holder | $6,224 | $6,724-7.4% | $8,252-24.6% | $5,651+10.1% |