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 3-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 | $66,061 | $109,881-39.9% | $150,045-56.0% | $84,808-22.1% |
| Participation rate | 81.1% | 76.1%+5.0pp | 82.3%-1.3pp | 68.3%+12.7pp |
| Annual return | 21.45% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $3,211 | $3,561-9.8% | $4,693-31.6% | $2,631+22.0% |
| Participant deferral / active EE | $7,536 | $6,636+13.6% | $7,997-5.8% | $4,212+78.9% |
| Admin fee / account holder | $3,877 | $8,568-54.8% | $13,435-71.1% | $7,344-47.2% |