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 | $31,891 | $73,933-56.9% | $96,683-67.0% | $75,163-57.6% |
| Participation rate | 89.3% | 66.4%+22.9pp | 74.3%+14.9pp | 67.2%+22.1pp |
| Annual return | 21.65% | 26.70%-5.1pp | 35.69%-14.0pp | 160.62%-139.0pp |
| Employer contribution / active EE | $4,284 | $2,928+46.3% | $3,737+14.6% | $2,670+60.5% |
| Participant deferral / active EE | $4,436 | $3,659+21.3% | $4,878-9.1% | $4,125+7.5% |
| Admin fee / account holder | $1,267 | $5,216-75.7% | $6,730-81.2% | $5,651-77.6% |