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 | $31,854 | $100,326-68.2% | $180,183-82.3% | $84,808-62.4% |
| Participation rate | 80.0% | 71.0%+9.0pp | 77.4%+2.6pp | 68.3%+11.7pp |
| Annual return | 19.17% | 17.86%+1.3pp | 27.86%-8.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,078 | $3,269-36.4% | $5,039-58.8% | $2,631-21.0% |
| Participant deferral / active EE | $4,848 | $5,066-4.3% | $6,822-28.9% | $4,212+15.1% |
| Admin fee / account holder | $11,457 | $9,674+18.4% | $19,975-42.6% | $7,344+56.0% |