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 | $16,806 | $77,899-78.4% | $149,673-88.8% | $75,163-77.6% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 20.04% | 31.72%-11.7pp | 134.42%-114.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,941 | $3,137-38.1% | $4,818-59.7% | $2,670-27.3% |
| Participant deferral / active EE | $3,529 | $3,411+3.5% | $5,680-37.9% | $4,125-14.4% |
| Admin fee / account holder | $523 | $5,956-91.2% | $13,210-96.0% | $5,651-90.7% |