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 8-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 | $23,723 | $65,365-63.7% | $92,893-74.5% | $72,985-67.5% |
| Participation rate | 82.1% | 68.3%+13.8pp | 76.0%+6.1pp | 69.5%+12.7pp |
| Annual return | 17.11% | 42.10%-25.0pp | 109.41%-92.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $1,943 | $2,594-25.1% | $3,653-46.8% | $2,440-20.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,882 | $4,251-8.7% | $5,794-33.0% | $5,124-24.2% |