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 | $39,243 | $83,477-53.0% | $125,175-68.6% | $72,985-46.2% |
| Participation rate | 91.7% | 73.3%+18.4pp | 79.8%+11.9pp | 69.5%+22.2pp |
| Annual return | 18.53% | 25.78%-7.3pp | 43.79%-25.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,261 | $2,345-46.2% | $3,865-67.4% | $2,440-48.3% |
| Participant deferral / active EE | $1,896 | $3,585-47.1% | $4,937-61.6% | $3,607-47.4% |
| Admin fee / account holder | $1,681 | $5,517-69.5% | $9,702-82.7% | $5,124-67.2% |