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 | $16,006 | $58,627-72.7% | $76,735-79.1% | $82,448-80.6% |
| Participation rate | 84.4% | 63.2%+21.2pp | 69.5%+14.9pp | 68.1%+16.3pp |
| Annual return | 19.61% | 39.10%-19.5pp | 29.77%-10.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,493 | $1,729-13.7% | $2,454-39.2% | $2,551-41.5% |
| Participant deferral / active EE | $2,231 | $3,134-28.8% | $4,088-45.4% | $4,139-46.1% |
| Admin fee / account holder | $903 | $5,323-83.0% | $7,189-87.4% | $7,234-87.5% |