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 | $41,911 | $45,035-6.9% | $62,995-33.5% | $70,131-40.2% |
| Participation rate | 80.4% | 69.5%+10.8pp | 74.8%+5.5pp | 69.5%+10.8pp |
| Annual return | 14.70% | 18.76%-4.1pp | 87.57%-72.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $976 | $2,051-52.4% | $2,759-64.6% | $2,342-58.3% |
| Participant deferral / active EE | $2,445 | $2,465-0.8% | $3,329-26.6% | $3,332-26.6% |
| Admin fee / account holder | $2,843 | $2,834+0.3% | $3,600-21.0% | $4,645-38.8% |