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 | $31,691 | $80,717-60.7% | $154,803-79.5% | $84,808-62.6% |
| Participation rate | 83.6% | 66.8%+16.8pp | 78.1%+5.5pp | 68.3%+15.3pp |
| Annual return | 19.49% | 37.96%-18.5pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,849 | $2,761-33.0% | $4,305-57.1% | $2,631-29.7% |
| Participant deferral / active EE | $3,816 | $3,303+15.5% | $5,540-31.1% | $4,212-9.4% |
| Admin fee / account holder | $941 | $6,746-86.1% | $14,329-93.4% | $7,344-87.2% |