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 | $61,405 | $80,717-23.9% | $154,803-60.3% | $84,808-27.6% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 21.62% | 37.96%-16.3pp | 58.88%-37.3pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,847 | $2,761+39.3% | $4,305-10.6% | $2,631+46.2% |
| Participant deferral / active EE | $6,821 | $3,303+106.5% | $5,540+23.1% | $4,212+61.9% |
| Admin fee / account holder | $2,928 | $6,746-56.6% | $14,329-79.6% | $7,344-60.1% |