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 | $25,558 | $81,460-68.6% | $103,333-75.3% | $80,856-68.4% |
| Participation rate | 91.0% | 66.8%+24.2pp | 74.5%+16.5pp | 67.6%+23.4pp |
| Annual return | 10.54% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,059 | $3,105-33.7% | $3,868-46.8% | $2,755-25.3% |
| Participant deferral / active EE | $3,420 | $3,869-11.6% | $5,057-32.4% | $4,296-20.4% |
| Admin fee / account holder | $1,196 | $6,566-81.8% | $8,355-85.7% | $6,918-82.7% |