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 | $13,366 | $45,073-70.3% | $69,455-80.8% | $72,985-81.7% |
| Participation rate | 85.3% | 68.5%+16.8pp | 74.6%+10.7pp | 69.5%+15.8pp |
| Annual return | 21.97% | 22.65%-0.7pp | 28.97%-7.0pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,817 | $2,054-11.6% | $2,779-34.6% | $2,440-25.5% |
| Participant deferral / active EE | $2,337 | $2,602-10.2% | $3,535-33.9% | $3,607-35.2% |
| Admin fee / account holder | $1,462 | $3,056-52.2% | $3,839-61.9% | $5,124-71.5% |