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 | $29,267 | $73,933-60.4% | $96,683-69.7% | $75,163-61.1% |
| Participation rate | 80.6% | 66.4%+14.1pp | 74.3%+6.2pp | 67.2%+13.4pp |
| Annual return | 17.82% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,584 | $2,928-45.9% | $3,737-57.6% | $2,670-40.7% |
| Participant deferral / active EE | $2,977 | $3,659-18.6% | $4,878-39.0% | $4,125-27.8% |
| Admin fee / account holder | $1,230 | $5,216-76.4% | $6,730-81.7% | $5,651-78.2% |