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 8-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 | $27,362 | $93,571-70.8% | $135,903-79.9% | $75,163-63.6% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 16.46% | 30.90%-14.4pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,503 | $3,537-57.5% | $4,856-69.0% | $2,670-43.7% |
| Participant deferral / active EE | $3,948 | $6,404-38.3% | $7,758-49.1% | $4,125-4.3% |
| Admin fee / account holder | $1,993 | $6,975-71.4% | $10,762-81.5% | $5,651-64.7% |