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 6-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 | $34,619 | $80,717-57.1% | $154,803-77.6% | $84,808-59.2% |
| Participation rate | 80.6% | 66.8%+13.8pp | 78.1%+2.5pp | 68.3%+12.3pp |
| Annual return | 20.92% | 37.96%-17.0pp | 58.88%-38.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,752 | $2,761-0.3% | $4,305-36.1% | $2,631+4.6% |
| Participant deferral / active EE | $4,299 | $3,303+30.1% | $5,540-22.4% | $4,212+2.1% |
| Admin fee / account holder | $3,357 | $6,746-50.2% | $14,329-76.6% | $7,344-54.3% |