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 | $26,100 | $76,407-65.8% | $150,298-82.6% | $82,448-68.3% |
| Participation rate | 79.3% | 66.4%+12.9pp | 77.8%+1.6pp | 68.1%+11.2pp |
| Annual return | 18.39% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $893 | $2,614-65.9% | $4,154-78.5% | $2,551-65.0% |
| Participant deferral / active EE | $2,486 | $3,214-22.7% | $5,453-54.4% | $4,139-40.0% |
| Admin fee / account holder | $2,429 | $6,352-61.8% | $14,116-82.8% | $7,234-66.4% |