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 | $87,870-50.2% | $113,168-61.3% | $74,304-41.1% |
| Participation rate | 72.1% | 70.7%+1.3pp | 76.6%-4.5pp | 60.3%+11.7pp |
| Annual return | 23.73% | 26.44%-2.7pp | 24.27%-0.5pp | 29.43%-5.7pp |
| Employer contribution / active EE | $2,219 | $2,277-2.6% | $2,975-25.4% | $2,241-1.0% |
| Participant deferral / active EE | $3,809 | $4,241-10.2% | $5,107-25.4% | $3,767+1.1% |
| Admin fee / account holder | $1,444 | $3,368-57.1% | $12,068-88.0% | $2,969-51.4% |