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 | $33,465 | $66,098-49.4% | $101,794-67.1% | $74,304-55.0% |
| Participation rate | 80.3% | 53.8%+26.6pp | 69.2%+11.2pp | 60.3%+20.0pp |
| Annual return | 16.13% | 19.59%-3.5pp | 30.53%-14.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $1,912 | $1,082+76.7% | $2,289-16.5% | $2,241-14.7% |
| Participant deferral / active EE | $3,002 | $2,781+7.9% | $4,084-26.5% | $3,767-20.3% |
| Admin fee / account holder | $2,600 | $4,146-37.3% | $8,777-70.4% | $2,969-12.4% |