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 | $35,692 | $63,355-43.7% | $91,989-61.2% | $72,985-51.1% |
| Participation rate | 86.0% | 72.5%+13.5pp | 78.6%+7.4pp | 69.5%+16.6pp |
| Annual return | 21.35% | 35.35%-14.0pp | 69.02%-47.7pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,756 | $2,116-17.0% | $3,452-49.1% | $2,440-28.0% |
| Participant deferral / active EE | $2,737 | $4,883-44.0% | $5,923-53.8% | $3,607-24.1% |
| Admin fee / account holder | $788 | $4,668-83.1% | $7,743-89.8% | $5,124-84.6% |