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 | $23,780 | $77,503-69.3% | $100,391-76.3% | $80,856-70.6% |
| Participation rate | 97.4% | 76.9%+20.4pp | 81.5%+15.9pp | 67.6%+29.7pp |
| Annual return | 16.09% | 37.20%-21.1pp | 49.20%-33.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,710 | $2,801-38.9% | $3,942-56.6% | $2,755-37.9% |
| Participant deferral / active EE | $3,833 | $6,820-43.8% | $8,082-52.6% | $4,296-10.8% |
| Admin fee / account holder | $1,279 | $5,897-78.3% | $7,899-83.8% | $6,918-81.5% |