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 | $33,261 | $59,101-43.7% | $77,163-56.9% | $75,163-55.7% |
| Participation rate | 81.3% | 63.9%+17.4pp | 69.6%+11.7pp | 67.2%+14.1pp |
| Annual return | 15.18% | 26.71%-11.5pp | 37.87%-22.7pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,400 | $1,995-29.8% | $2,535-44.8% | $2,670-47.5% |
| Participant deferral / active EE | $3,576 | $2,999+19.2% | $3,833-6.7% | $4,125-13.3% |
| Admin fee / account holder | $1,928 | $4,774-59.6% | $5,472-64.8% | $5,651-65.9% |