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 | $32,503 | $79,944-59.3% | $98,439-67.0% | $75,163-56.8% |
| Participation rate | 94.3% | 70.4%+24.0pp | 75.2%+19.2pp | 67.2%+27.1pp |
| Annual return | 19.86% | 19.75%+0.1pp | 21.16%-1.3pp | 160.62%-140.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,027 | $3,752+34.0% | $4,738+6.1% | $4,125+21.9% |
| Admin fee / account holder | $1,616 | $6,840-76.4% | $8,948-81.9% | $5,651-71.4% |