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 | $33,431 | $80,717-58.6% | $154,803-78.4% | $84,808-60.6% |
| Participation rate | 81.1% | 66.8%+14.3pp | 78.1%+3.0pp | 68.3%+12.8pp |
| Annual return | 16.59% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,591 | $2,761-42.4% | $4,305-63.1% | $2,631-39.5% |
| Participant deferral / active EE | $1,561 | $3,303-52.7% | $5,540-71.8% | $4,212-62.9% |
| Admin fee / account holder | $376 | $6,746-94.4% | $14,329-97.4% | $7,344-94.9% |