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 | $24,687 | $46,869-47.3% | $122,332-79.8% | $70,131-64.8% |
| Participation rate | 82.1% | 58.2%+24.0pp | 71.6%+10.5pp | 69.5%+12.6pp |
| Annual return | 16.47% | 24.22%-7.7pp | 30.27%-13.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,844 | $1,288+43.2% | $4,050-54.5% | $2,342-21.3% |
| Participant deferral / active EE | $2,901 | $2,166+33.9% | $3,287-11.8% | $3,332-12.9% |
| Admin fee / account holder | $2,590 | $3,322-22.0% | $5,478-52.7% | $4,645-44.2% |