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 | $33,673 | $76,407-55.9% | $150,298-77.6% | $82,448-59.2% |
| Participation rate | 73.8% | 66.4%+7.4pp | 77.8%-4.0pp | 68.1%+5.7pp |
| Annual return | 17.08% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,429 | $2,614-45.3% | $4,154-65.6% | $2,551-44.0% |
| Participant deferral / active EE | $5,731 | $3,214+78.3% | $5,453+5.1% | $4,139+38.4% |
| Admin fee / account holder | $422 | $6,352-93.4% | $14,116-97.0% | $7,234-94.2% |