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 9-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 | $18,729 | $81,248-76.9% | $155,509-88.0% | $80,856-76.8% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 12.65% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,174 | $3,100-62.1% | $4,672-74.9% | $2,755-57.4% |
| Participant deferral / active EE | $2,091 | $3,452-39.4% | $5,626-62.8% | $4,296-51.3% |
| Admin fee / account holder | $2,619 | $7,997-67.3% | $15,912-83.5% | $6,918-62.1% |