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 | $34,255 | $81,460-57.9% | $103,333-66.9% | $80,856-57.6% |
| Participation rate | 84.4% | 66.8%+17.5pp | 74.5%+9.9pp | 67.6%+16.7pp |
| Annual return | 17.07% | 25.55%-8.5pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,308 | $3,105-25.7% | $3,868-40.3% | $2,755-16.2% |
| Participant deferral / active EE | $3,654 | $3,869-5.5% | $5,057-27.7% | $4,296-14.9% |
| Admin fee / account holder | $1,142 | $6,566-82.6% | $8,355-86.3% | $6,918-83.5% |