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 | $28,132 | $81,248-65.4% | $155,509-81.9% | $80,856-65.2% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 15.38% | 33.31%-17.9pp | 64.67%-49.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,975 | $3,100-36.3% | $4,672-57.7% | $2,755-28.3% |
| Participant deferral / active EE | $4,361 | $3,452+26.3% | $5,626-22.5% | $4,296+1.5% |
| Admin fee / account holder | $1,511 | $7,997-81.1% | $15,912-90.5% | $6,918-78.2% |