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 | $23,345 | $106,749-78.1% | $145,433-83.9% | $82,448-71.7% |
| Participation rate | 87.8% | 75.6%+12.1pp | 82.1%+5.6pp | 68.1%+19.7pp |
| Annual return | 18.26% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $865 | $3,444-74.9% | $4,554-81.0% | $2,551-66.1% |
| Participant deferral / active EE | $2,895 | $6,519-55.6% | $7,897-63.3% | $4,139-30.1% |
| Admin fee / account holder | $1,527 | $8,390-81.8% | $13,129-88.4% | $7,234-78.9% |