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 | $20,199 | $55,371-63.5% | $95,585-78.9% | $74,304-72.8% |
| Participation rate | 72.2% | 53.8%+18.4pp | 72.1%+0.1pp | 60.3%+11.8pp |
| Annual return | 20.29% | 24.26%-4.0pp | 38.56%-18.3pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,301 | $1,437-9.5% | $2,527-48.5% | $2,241-42.0% |
| Participant deferral / active EE | $2,316 | $2,955-21.6% | $4,023-42.4% | $3,767-38.5% |
| Admin fee / account holder | $552 | $2,620-78.9% | $6,127-91.0% | $2,969-81.4% |