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 | $73,834 | $109,881-32.8% | $150,045-50.8% | $84,808-12.9% |
| Participation rate | 82.4% | 76.1%+6.3pp | 82.3%0pp | 68.3%+14.0pp |
| Annual return | 24.40% | 28.25%-3.8pp | 62.55%-38.1pp | 40.90%-16.5pp |
| Employer contribution / active EE | $3,068 | $3,561-13.9% | $4,693-34.6% | $2,631+16.6% |
| Participant deferral / active EE | $9,992 | $6,636+50.6% | $7,997+24.9% | $4,212+137.3% |
| Admin fee / account holder | $11,586 | $8,568+35.2% | $13,435-13.8% | $7,344+57.8% |