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 | $76,407-81.0% | $150,298-90.4% | $82,448-82.4% |
| Participation rate | 93.5% | 66.4%+27.2pp | 77.8%+15.8pp | 68.1%+25.5pp |
| Annual return | 32.26% | 39.99%-7.7pp | 62.79%-30.5pp | 41.64%-9.4pp |
| Employer contribution / active EE | $1,452 | $2,614-44.4% | $4,154-65.0% | $2,551-43.1% |
| Participant deferral / active EE | $2,904 | $3,214-9.6% | $5,453-46.7% | $4,139-29.8% |
| Admin fee / account holder | $3,565 | $6,352-43.9% | $14,116-74.7% | $7,234-50.7% |