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 | $45,548 | $80,717-43.6% | $154,803-70.6% | $84,808-46.3% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 16.03% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,187 | $2,761-57.0% | $4,305-72.4% | $2,631-54.9% |
| Participant deferral / active EE | $5,497 | $3,303+66.4% | $5,540-0.8% | $4,212+30.5% |
| Admin fee / account holder | $1,378 | $6,746-79.6% | $14,329-90.4% | $7,344-81.2% |