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 | $27,176 | $57,016-52.3% | $84,966-68.0% | $80,856-66.4% |
| Participation rate | 88.2% | 56.3%+31.9pp | 67.5%+20.7pp | 67.6%+20.6pp |
| Annual return | 13.81% | 21.66%-7.9pp | 66.38%-52.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,559 | $1,798+42.4% | $2,727-6.2% | $2,755-7.1% |
| Participant deferral / active EE | $4,510 | $3,110+45.0% | $4,519-0.2% | $4,296+5.0% |
| Admin fee / account holder | $1,656 | $4,980-66.8% | $6,149-73.1% | $6,918-76.1% |