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 | $22,063 | $57,057-61.3% | $85,009-74.0% | $80,874-72.7% |
| Participation rate | 73.8% | 56.4%+17.5pp | 67.5%+6.3pp | 67.6%+6.2pp |
| Annual return | 14.32% | 21.66%-7.3pp | 66.47%-52.1pp | 35.62%-21.3pp |
| Employer contribution / active EE | $2,733 | $1,799+51.9% | $2,728+0.2% | $2,756-0.8% |
| Participant deferral / active EE | $4,680 | $3,112+50.4% | $4,522+3.5% | $4,297+8.9% |
| Admin fee / account holder | $3,655 | $4,986-26.7% | $6,153-40.6% | $6,935-47.3% |