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 | $55,737 | $148,978-62.6% | $200,582-72.2% | $84,808-34.3% |
| Participation rate | 73.1% | 84.2%-11.2pp | 86.9%-13.8pp | 68.3%+4.8pp |
| Annual return | 19.30% | 28.16%-8.9pp | 42.33%-23.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,343 | $4,815-30.6% | $6,419-47.9% | $2,631+27.1% |
| Participant deferral / active EE | $8,118 | $7,142+13.7% | $9,331-13.0% | $4,212+92.8% |
| Admin fee / account holder | $7,039 | $13,977-49.6% | $16,305-56.8% | $7,344-4.1% |