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 | $16,536 | $80,717-79.5% | $154,803-89.3% | $84,808-80.5% |
| Participation rate | 78.4% | 66.8%+11.5pp | 78.1%+0.3pp | 68.3%+10.0pp |
| Annual return | 14.95% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,162 | $2,761-57.9% | $4,305-73.0% | $2,631-55.8% |
| Participant deferral / active EE | $1,437 | $3,303-56.5% | $5,540-74.1% | $4,212-65.9% |
| Admin fee / account holder | $3,720 | $6,746-44.9% | $14,329-74.0% | $7,344-49.3% |