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 | $32,002 | $60,022-46.7% | $88,946-64.0% | $84,808-62.3% |
| Participation rate | 88.9% | 57.8%+31.0pp | 68.8%+20.0pp | 68.3%+20.6pp |
| Annual return | 17.95% | 22.43%-4.5pp | 57.82%-39.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,247 | $1,703-26.8% | $2,555-51.2% | $2,631-52.6% |
| Participant deferral / active EE | $3,845 | $3,114+23.5% | $4,581-16.1% | $4,212-8.7% |
| Admin fee / account holder | $1,865 | $4,811-61.2% | $8,261-77.4% | $7,344-74.6% |