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 9-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 | $36,910 | $80,717-54.3% | $154,803-76.2% | $84,808-56.5% |
| Participation rate | 72.4% | 66.8%+5.6pp | 78.1%-5.7pp | 68.3%+4.1pp |
| Annual return | 17.24% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,860 | $2,761+39.8% | $4,305-10.3% | $2,631+46.7% |
| Participant deferral / active EE | $5,220 | $3,303+58.0% | $5,540-5.8% | $4,212+23.9% |
| Admin fee / account holder | $3,155 | $6,746-53.2% | $14,329-78.0% | $7,344-57.0% |