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 | $36,130 | $81,248-55.5% | $155,509-76.8% | $80,856-55.3% |
| Participation rate | 81.4% | 66.2%+15.2pp | 78.2%+3.2pp | 67.6%+13.8pp |
| Annual return | 19.19% | 33.31%-14.1pp | 64.67%-45.5pp | 35.59%-16.4pp |
| Employer contribution / active EE | $1,393 | $3,100-55.1% | $4,672-70.2% | $2,755-49.5% |
| Participant deferral / active EE | $5,125 | $3,452+48.5% | $5,626-8.9% | $4,296+19.3% |
| Admin fee / account holder | $2,056 | $7,997-74.3% | $15,912-87.1% | $6,918-70.3% |