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 | $34,850 | $80,968-57.0% | $96,544-63.9% | $75,163-53.6% |
| Participation rate | 86.9% | 71.8%+15.1pp | 76.0%+10.9pp | 67.2%+19.7pp |
| Annual return | 29.59% | 27.06%+2.5pp | 25.84%+3.8pp | 160.62%-131.0pp |
| Employer contribution / active EE | $1,061 | $2,282-53.5% | $2,965-64.2% | $2,670-60.3% |
| Participant deferral / active EE | $2,882 | $3,928-26.6% | $4,851-40.6% | $4,125-30.1% |
| Admin fee / account holder | $388 | $6,724-94.2% | $8,252-95.3% | $5,651-93.1% |