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 | $20,951 | $46,553-55.0% | $64,056-67.3% | $75,163-72.1% |
| Participation rate | 90.3% | 65.9%+24.4pp | 72.3%+18.0pp | 67.2%+23.1pp |
| Annual return | 18.02% | 26.03%-8.0pp | 33.69%-15.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,920 | $1,974-2.7% | $2,747-30.1% | $2,670-28.1% |
| Participant deferral / active EE | $4,047 | $2,837+42.7% | $3,880+4.3% | $4,125-1.9% |
| Admin fee / account holder | $1,531 | $2,952-48.1% | $3,068-50.1% | $5,651-72.9% |