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 | $16,974 | $54,762-69.0% | $90,281-81.2% | $72,985-76.7% |
| Participation rate | 96.9% | 65.1%+31.7pp | 73.3%+23.6pp | 69.5%+27.4pp |
| Annual return | 22.78% | 30.63%-7.9pp | 78.10%-55.3pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,349 | $2,092-35.5% | $2,854-52.8% | $2,440-44.7% |
| Participant deferral / active EE | $3,863 | $2,887+33.8% | $3,885-0.6% | $3,607+7.1% |
| Admin fee / account holder | $2,618 | $3,972-34.1% | $5,351-51.1% | $5,124-48.9% |