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 | $29,545 | $74,927-60.6% | $101,794-71.0% | $84,808-65.2% |
| Participation rate | 72.4% | 61.4%+11.0pp | 69.2%+3.2pp | 68.3%+4.1pp |
| Annual return | 19.07% | 18.70%+0.4pp | 30.53%-11.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $999 | $1,522-34.3% | $2,289-56.4% | $2,631-62.0% |
| Participant deferral / active EE | $1,258 | $3,099-59.4% | $4,084-69.2% | $4,212-70.1% |
| Admin fee / account holder | $750 | $6,514-88.5% | $8,777-91.5% | $7,344-89.8% |