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 | $26,475 | $51,576-48.7% | $129,207-79.5% | $80,856-67.3% |
| Participation rate | 72.9% | 57.0%+15.9pp | 69.6%+3.3pp | 67.6%+5.3pp |
| Annual return | 14.04% | 20.81%-6.8pp | 9417.33%-9403.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,319 | $1,584+46.4% | $4,153-44.2% | $2,755-15.8% |
| Participant deferral / active EE | $4,138 | $2,669+55.0% | $4,168-0.7% | $4,296-3.7% |
| Admin fee / account holder | $1,469 | $4,305-65.9% | $7,715-81.0% | $6,918-78.8% |