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 | $9,405 | $58,627-84.0% | $76,735-87.7% | $82,448-88.6% |
| Participation rate | 92.3% | 63.2%+29.1pp | 69.5%+22.8pp | 68.1%+24.2pp |
| Annual return | 19.25% | 39.10%-19.9pp | 29.77%-10.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,444 | $1,729-16.5% | $2,454-41.2% | $2,551-43.4% |
| Participant deferral / active EE | $2,779 | $3,134-11.3% | $4,088-32.0% | $4,139-32.9% |
| Admin fee / account holder | $2,020 | $5,323-62.0% | $7,189-71.9% | $7,234-72.1% |