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 5-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 | $23,362 | $74,927-68.8% | $101,794-77.0% | $84,808-72.5% |
| Participation rate | 96.6% | 61.4%+35.1pp | 69.2%+27.4pp | 68.3%+28.2pp |
| Annual return | 19.00% | 18.70%+0.3pp | 30.53%-11.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,610 | $1,522+5.8% | $2,289-29.6% | $2,631-38.8% |
| Participant deferral / active EE | $3,784 | $3,099+22.1% | $4,084-7.4% | $4,212-10.2% |
| Admin fee / account holder | $881 | $6,514-86.5% | $8,777-90.0% | $7,344-88.0% |