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 | $34,180 | $81,248-57.9% | $155,509-78.0% | $80,856-57.7% |
| Participation rate | 77.6% | 66.2%+11.4pp | 78.2%-0.6pp | 67.6%+9.9pp |
| Annual return | 13.77% | 33.31%-19.5pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,958 | $3,100-36.9% | $4,672-58.1% | $2,755-28.9% |
| Participant deferral / active EE | $3,782 | $3,452+9.6% | $5,626-32.8% | $4,296-12.0% |
| Admin fee / account holder | $863 | $7,997-89.2% | $15,912-94.6% | $6,918-87.5% |