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 | $29,150 | $81,460-64.2% | $103,333-71.8% | $80,856-63.9% |
| Participation rate | 98.5% | 66.8%+31.7pp | 74.5%+24.0pp | 67.6%+30.9pp |
| Annual return | 12.70% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,453 | $3,105-21.0% | $3,868-36.6% | $2,755-11.0% |
| Participant deferral / active EE | $3,845 | $3,869-0.6% | $5,057-24.0% | $4,296-10.5% |
| Admin fee / account holder | $334 | $6,566-94.9% | $8,355-96.0% | $6,918-95.2% |