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 | $21,431 | $95,266-77.5% | $82,389-74.0% | $142,382-84.9% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 19.52% | 25.74%-6.2pp | 28.67%-9.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,605 | $2,991-46.4% | $2,517-36.3% | $4,299-62.7% |
| Participant deferral / active EE | $5,033 | $4,809+4.7% | $4,155+21.1% | $6,507-22.7% |
| Admin fee / account holder | $1,852 | $8,563-78.4% | $7,231-74.4% | $12,624-85.3% |