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 | $43,798 | $85,515-48.8% | $112,040-60.9% | $67,986-35.6% |
| Participation rate | 72.1% | 68.2%+3.8pp | 76.5%-4.4pp | 57.2%+14.9pp |
| Annual return | 23.73% | 29.68%-5.9pp | 24.52%-0.8pp | 31.67%-7.9pp |
| Employer contribution / active EE | $2,219 | $2,191+1.3% | $2,954-24.9% | $2,019+9.9% |
| Participant deferral / active EE | $3,809 | $4,014-5.1% | $5,098-25.3% | $3,358+13.4% |
| Admin fee / account holder | $1,444 | $3,774-61.7% | $12,098-88.1% | $3,203-54.9% |