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 | $19,757 | $116,167-83.0% | $64,489-69.4% | $137,256-85.6% |
| Participation rate | 71.4% | 68.2%+3.2pp | 67.7%+3.7pp | 80.0%-8.5pp |
| Annual return | 13.79% | 36.55%-22.8pp | 55.03%-41.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,630 | $2,483-34.4% | $1,523+7.0% | $4,156-60.8% |
| Participant deferral / active EE | $705 | $4,215-83.3% | $2,778-74.6% | $6,407-89.0% |
| Admin fee / account holder | $505 | $6,188-91.8% | $4,260-88.1% | $12,270-95.9% |