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 | $64,515 | $76,367-15.5% | $93,606-31.1% | $72,985-11.6% |
| Participation rate | 75.4% | 71.7%+3.6pp | 75.8%-0.4pp | 69.5%+5.9pp |
| Annual return | 23.33% | 25.82%-2.5pp | 32.76%-9.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,450 | $2,275-36.3% | $2,718-46.7% | $2,440-40.6% |
| Participant deferral / active EE | $3,153 | $3,538-10.9% | $4,069-22.5% | $3,607-12.6% |
| Admin fee / account holder | $1,107 | $6,838-83.8% | $7,888-86.0% | $5,124-78.4% |