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 | $14,498 | $80,717-82.0% | $154,803-90.6% | $84,808-82.9% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 32.26% | 37.96%-5.7pp | 58.88%-26.6pp | 40.90%-8.6pp |
| Employer contribution / active EE | $1,452 | $2,761-47.4% | $4,305-66.3% | $2,631-44.8% |
| Participant deferral / active EE | $2,904 | $3,303-12.1% | $5,540-47.6% | $4,212-31.0% |
| Admin fee / account holder | $3,565 | $6,746-47.2% | $14,329-75.1% | $7,344-51.5% |