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 | $51,604-48.7% | $129,295-79.5% | $80,874-67.3% |
| Participation rate | 72.9% | 57.0%+15.9pp | 69.6%+3.3pp | 67.6%+5.3pp |
| Annual return | 14.04% | 20.76%-6.7pp | 9429.28%-9415.2pp | 35.62%-21.6pp |
| Employer contribution / active EE | $2,319 | $1,585+46.4% | $4,157-44.2% | $2,756-15.8% |
| Participant deferral / active EE | $4,138 | $2,670+55.0% | $4,169-0.8% | $4,297-3.7% |
| Admin fee / account holder | $1,469 | $4,310-65.9% | $7,665-80.8% | $6,935-78.8% |