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 | $28,932 | $65,557-55.9% | $64,056-54.8% | $71,457-59.5% |
| Participation rate | 91.1% | 73.2%+18.0pp | 72.3%+18.8pp | 67.9%+23.2pp |
| Annual return | 20.46% | 18.94%+1.5pp | 33.69%-13.2pp | 28.85%-8.4pp |
| Employer contribution / active EE | $2,383 | $2,669-10.7% | $2,747-13.2% | $2,588-7.9% |
| Participant deferral / active EE | $1,559 | $3,626-57.0% | $3,880-59.8% | $4,289-63.6% |
| Admin fee / account holder | $1,863 | $616+202.4% | $3,068-39.3% | $1,587+17.3% |