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 | $73,922 | $81,248-9.0% | $155,509-52.5% | $80,856-8.6% |
| Participation rate | 71.7% | 66.2%+5.5pp | 78.2%-6.4pp | 67.6%+4.1pp |
| Annual return | 15.19% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,266 | $3,100-26.9% | $4,672-51.5% | $2,755-17.7% |
| Participant deferral / active EE | $3,989 | $3,452+15.6% | $5,626-29.1% | $4,296-7.1% |
| Admin fee / account holder | $956 | $7,997-88.0% | $15,912-94.0% | $6,918-86.2% |