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 | $37,409 | $127,065-70.6% | $113,168-66.9% | $142,382-73.7% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 17.41% | 24.03%-6.6pp | 24.27%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,765 | $3,442-48.7% | $2,975-40.7% | $4,299-59.0% |
| Participant deferral / active EE | $3,095 | $5,716-45.9% | $5,107-39.4% | $6,507-52.4% |
| Admin fee / account holder | $939 | $15,736-94.0% | $12,068-92.2% | $12,624-92.6% |