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 | $34,431 | $53,777-36.0% | $134,143-74.3% | $79,858-56.9% |
| Participation rate | 78.7% | 58.8%+20.0pp | 72.2%+6.6pp | 69.6%+9.1pp |
| Annual return | 16.57% | 19.01%-2.4pp | 36.33%-19.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,217 | $1,321+67.8% | $3,704-40.1% | $2,471-10.3% |
| Participant deferral / active EE | $3,824 | $2,420+58.0% | $3,499+9.3% | $3,740+2.2% |
| Admin fee / account holder | $4,057 | $3,984+1.8% | $6,684-39.3% | $5,306-23.5% |