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 | $26,163 | $78,672-66.7% | $109,143-76.0% | $85,850-69.5% |
| Participation rate | 72.0% | 68.3%+3.7pp | 75.9%-3.9pp | 69.3%+2.7pp |
| Annual return | 23.73% | 25.09%-1.4pp | 25.75%-2.0pp | 318.53%-294.8pp |
| Employer contribution / active EE | $1,030 | $2,735-62.3% | $3,722-72.3% | $2,565-59.8% |
| Participant deferral / active EE | $2,682 | $3,467-22.7% | $4,653-42.4% | $3,952-32.1% |
| Admin fee / account holder | $2,321 | $5,469-57.6% | $6,752-65.6% | $6,260-62.9% |