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 | $25,175 | $77,899-67.7% | $149,673-83.2% | $75,163-66.5% |
| Participation rate | 84.8% | 65.6%+19.2pp | 78.8%+6.0pp | 67.2%+17.6pp |
| Annual return | 16.75% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,208 | $3,137+2.2% | $4,818-33.4% | $2,670+20.1% |
| Participant deferral / active EE | $984 | $3,411-71.1% | $5,680-82.7% | $4,125-76.1% |
| Admin fee / account holder | $1,305 | $5,956-78.1% | $13,210-90.1% | $5,651-76.9% |