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 6-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 | $19,027 | $107,452-82.3% | $91,541-79.2% | $142,382-86.6% |
| Participation rate | 79.2% | 75.1%+4.1pp | 69.8%+9.4pp | 80.1%-1.0pp |
| Annual return | 20.32% | 22.06%-1.7pp | 20.50%-0.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,316 | $2,994-56.0% | $2,505-47.5% | $4,299-69.4% |
| Participant deferral / active EE | $3,528 | $4,754-25.8% | $4,008-12.0% | $6,507-45.8% |
| Admin fee / account holder | $1,456 | $8,834-83.5% | $6,956-79.1% | $12,624-88.5% |