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 7-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 | $19,047 | $81,248-76.6% | $155,509-87.8% | $80,856-76.4% |
| Participation rate | 81.5% | 66.2%+15.3pp | 78.2%+3.3pp | 67.6%+13.8pp |
| Annual return | 10.95% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $602 | $3,100-80.6% | $4,672-87.1% | $2,755-78.2% |
| Participant deferral / active EE | $2,509 | $3,452-27.3% | $5,626-55.4% | $4,296-41.6% |
| Admin fee / account holder | $1,272 | $7,997-84.1% | $15,912-92.0% | $6,918-81.6% |