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 6-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 | $31,177 | $77,503-59.8% | $100,391-68.9% | $80,856-61.4% |
| Participation rate | 81.5% | 76.9%+4.5pp | 81.5%0pp | 67.6%+13.8pp |
| Annual return | 25.00% | 37.20%-12.2pp | 49.20%-24.2pp | 35.59%-10.6pp |
| Employer contribution / active EE | $2,255 | $2,801-19.5% | $3,942-42.8% | $2,755-18.2% |
| Participant deferral / active EE | $4,385 | $6,820-35.7% | $8,082-45.7% | $4,296+2.1% |
| Admin fee / account holder | $413 | $5,897-93.0% | $7,899-94.8% | $6,918-94.0% |