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 | $25,835 | $80,717-68.0% | $154,803-83.3% | $84,808-69.5% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 18.42% | 37.96%-19.5pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,865 | $2,761-32.5% | $4,305-56.7% | $2,631-29.1% |
| Participant deferral / active EE | $3,209 | $3,303-2.8% | $5,540-42.1% | $4,212-23.8% |
| Admin fee / account holder | $1,654 | $6,746-75.5% | $14,329-88.5% | $7,344-77.5% |