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 | $27,248 | $72,277-62.3% | $101,248-73.1% | $79,858-65.9% |
| Participation rate | 72.3% | 68.5%+3.9pp | 75.8%-3.5pp | 69.6%+2.7pp |
| Annual return | 11.87% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,908 | $2,692-29.1% | $3,660-47.9% | $2,471-22.8% |
| Participant deferral / active EE | $4,789 | $3,282+45.9% | $4,370+9.6% | $3,740+28.1% |
| Admin fee / account holder | $2,170 | $4,400-50.7% | $5,945-63.5% | $5,306-59.1% |