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 | $29,226 | $76,407-61.8% | $150,298-80.6% | $82,448-64.6% |
| Participation rate | 70.4% | 66.4%+4.0pp | 77.8%-7.4pp | 68.1%+2.3pp |
| Annual return | 20.74% | 39.99%-19.3pp | 62.79%-42.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,776 | $2,614-32.0% | $4,154-57.2% | $2,551-30.4% |
| Participant deferral / active EE | $3,104 | $3,214-3.4% | $5,453-43.1% | $4,139-25.0% |
| Admin fee / account holder | $910 | $6,352-85.7% | $14,116-93.6% | $7,234-87.4% |