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 8-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 | $33,309 | $78,926-57.8% | $136,749-75.6% | $84,808-60.7% |
| Participation rate | 75.0% | 62.2%+12.8pp | 72.1%+2.9pp | 68.3%+6.7pp |
| Annual return | 15.37% | 18.17%-2.8pp | 24.33%-9.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,455 | $2,134-31.8% | $3,400-57.2% | $2,631-44.7% |
| Participant deferral / active EE | $3,458 | $3,168+9.2% | $4,692-26.3% | $4,212-17.9% |
| Admin fee / account holder | $1,702 | $6,369-73.3% | $11,386-85.1% | $7,344-76.8% |