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 | $33,358 | $79,449-58.0% | $189,557-82.4% | $85,850-61.1% |
| Participation rate | 91.7% | 66.0%+25.7pp | 78.4%+13.2pp | 69.3%+22.4pp |
| Annual return | 13.95% | 18.45%-4.5pp | 64.17%-50.2pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,833 | $2,081-11.9% | $4,412-58.5% | $2,565-28.5% |
| Participant deferral / active EE | $2,289 | $4,051-43.5% | $6,174-62.9% | $3,952-42.1% |
| Admin fee / account holder | $1,043 | $5,377-80.6% | $9,807-89.4% | $6,260-83.3% |