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 9-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 | $27,819 | $81,460-65.8% | $103,333-73.1% | $80,856-65.6% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 20.10% | 25.55%-5.4pp | 24.88%-4.8pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,204 | $3,105-29.0% | $3,868-43.0% | $2,755-20.0% |
| Participant deferral / active EE | $3,844 | $3,869-0.6% | $5,057-24.0% | $4,296-10.5% |
| Admin fee / account holder | $1,806 | $6,566-72.5% | $8,355-78.4% | $6,918-73.9% |