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 | $32,203 | $99,985-67.8% | $146,665-78.0% | $85,850-62.5% |
| Participation rate | 70.4% | 73.1%-2.7pp | 80.1%-9.7pp | 69.3%+1.1pp |
| Annual return | 16.65% | 18.93%-2.3pp | 22.74%-6.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,668 | $2,559-34.8% | $4,136-59.7% | $2,565-35.0% |
| Participant deferral / active EE | $3,153 | $4,006-21.3% | $5,506-42.7% | $3,952-20.2% |
| Admin fee / account holder | $1,753 | $7,702-77.2% | $10,280-82.9% | $6,260-72.0% |