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 9-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 | $20,311 | $47,848-57.6% | $81,478-75.1% | $70,131-71.0% |
| Participation rate | 74.4% | 58.3%+16.1pp | 68.0%+6.4pp | 69.5%+4.8pp |
| Annual return | 14.34% | 27.25%-12.9pp | 38.78%-24.4pp | 73.14%-58.8pp |
| Employer contribution / active EE | $817 | $1,527-46.5% | $2,568-68.2% | $2,342-65.1% |
| Participant deferral / active EE | $1,020 | $2,453-58.4% | $3,537-71.2% | $3,332-69.4% |
| Admin fee / account holder | $2,137 | $3,145-32.1% | $4,561-53.2% | $4,645-54.0% |