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 5-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 | $32,537 | $87,013-62.6% | $106,213-69.4% | $80,856-59.8% |
| Participation rate | 76.3% | 70.4%+5.9pp | 75.3%+1.0pp | 67.6%+8.7pp |
| Annual return | 16.46% | 17.05%-0.6pp | 116.14%-99.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,208 | $2,395-7.8% | $3,171-30.4% | $2,755-19.8% |
| Participant deferral / active EE | $2,949 | $3,986-26.0% | $5,016-41.2% | $4,296-31.4% |
| Admin fee / account holder | $4,115 | $8,431-51.2% | $11,033-62.7% | $6,918-40.5% |