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 8-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 | $33,918 | $102,605-66.9% | $145,661-76.7% | $84,808-60.0% |
| Participation rate | 74.2% | 74.3%-0.1pp | 77.2%-3.0pp | 68.3%+5.9pp |
| Annual return | 20.20% | 26.50%-6.3pp | 101.46%-81.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,002 | $3,325-39.8% | $4,238-52.7% | $2,631-23.9% |
| Participant deferral / active EE | $3,753 | $5,750-34.7% | $7,198-47.9% | $4,212-10.9% |
| Admin fee / account holder | $2,232 | $8,758-74.5% | $12,466-82.1% | $7,344-69.6% |