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 | $26,566 | $80,717-67.1% | $154,803-82.8% | $84,808-68.7% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 20.91% | 37.96%-17.1pp | 58.88%-38.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,912 | $2,761-30.7% | $4,305-55.6% | $2,631-27.3% |
| Participant deferral / active EE | $4,426 | $3,303+34.0% | $5,540-20.1% | $4,212+5.1% |
| Admin fee / account holder | $744 | $6,746-89.0% | $14,329-94.8% | $7,344-89.9% |