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 | $22,300 | $73,933-69.8% | $96,683-76.9% | $75,163-70.3% |
| Participation rate | 82.8% | 66.4%+16.3pp | 74.3%+8.4pp | 67.2%+15.6pp |
| Annual return | 23.80% | 26.70%-2.9pp | 35.69%-11.9pp | 160.62%-136.8pp |
| Employer contribution / active EE | $2,051 | $2,928-30.0% | $3,737-45.1% | $2,670-23.2% |
| Participant deferral / active EE | $2,524 | $3,659-31.0% | $4,878-48.3% | $4,125-38.8% |
| Admin fee / account holder | $1,582 | $5,216-69.7% | $6,730-76.5% | $5,651-72.0% |