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 | $41,680 | $68,547-39.2% | $120,354-65.4% | $80,856-48.5% |
| Participation rate | 78.3% | 61.6%+16.7pp | 71.9%+6.4pp | 67.6%+10.7pp |
| Annual return | 14.50% | 23.60%-9.1pp | 107.15%-92.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,253 | $2,051+9.8% | $3,463-34.9% | $2,755-18.2% |
| Participant deferral / active EE | $4,385 | $3,173+38.2% | $4,991-12.1% | $4,296+2.1% |
| Admin fee / account holder | $5,899 | $5,732+2.9% | $9,423-37.4% | $6,918-14.7% |