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 3-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 | $20,412 | $118,450-82.8% | $98,439-79.3% | $139,434-85.4% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 25.90% | 18.94%+7.0pp | 21.16%+4.7pp | 372.94%-347.0pp |
| Employer contribution / active EE | $2,312 | $3,609-36.0% | $3,048-24.2% | $4,751-51.3% |
| Participant deferral / active EE | $6,332 | $5,392+17.4% | $4,738+33.6% | $6,710-5.6% |
| Admin fee / account holder | $604 | $14,026-95.7% | $8,948-93.2% | $11,403-94.7% |