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 | $80,717-58.3% | $154,803-78.2% | $84,808-60.3% |
| Participation rate | 73.8% | 66.8%+7.0pp | 78.1%-4.3pp | 68.3%+5.5pp |
| Annual return | 17.08% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,429 | $2,761-48.2% | $4,305-66.8% | $2,631-45.7% |
| Participant deferral / active EE | $5,731 | $3,303+73.5% | $5,540+3.4% | $4,212+36.1% |
| Admin fee / account holder | $422 | $6,746-93.7% | $14,329-97.1% | $7,344-94.3% |