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 | $69,072 | $87,841-21.4% | $133,980-48.4% | $62,891+9.8% |
| Participation rate | 79.4% | 83.4%-4.0pp | 87.1%-7.7pp | 69.3%+10.1pp |
| Annual return | 16.47% | 12.05%+4.4pp | 29.30%-12.8pp | 20.14%-3.7pp |
| Employer contribution / active EE | $1,617 | $3,483-53.6% | $5,211-69.0% | $2,281-29.1% |
| Participant deferral / active EE | $5,128 | $4,812+6.6% | $6,282-18.4% | $3,203+60.1% |
| Admin fee / account holder | $3,814 | $5,371-29.0% | $9,324-59.1% | $4,296-11.2% |