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 | $25,959 | $76,407-66.0% | $150,298-82.7% | $82,448-68.5% |
| Participation rate | 88.9% | 66.4%+22.5pp | 77.8%+11.1pp | 68.1%+20.8pp |
| Annual return | 19.99% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,547 | $2,614-40.8% | $4,154-62.8% | $2,551-39.3% |
| Participant deferral / active EE | $3,490 | $3,214+8.6% | $5,453-36.0% | $4,139-15.7% |
| Admin fee / account holder | $1,153 | $6,352-81.8% | $14,116-91.8% | $7,234-84.1% |