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 | $31,960 | $81,460-60.8% | $103,333-69.1% | $80,856-60.5% |
| Participation rate | 89.7% | 66.8%+22.8pp | 74.5%+15.1pp | 67.6%+22.0pp |
| Annual return | 12.69% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,112 | $3,105-32.0% | $3,868-45.4% | $2,755-23.3% |
| Participant deferral / active EE | $3,615 | $3,869-6.6% | $5,057-28.5% | $4,296-15.8% |
| Admin fee / account holder | $3,220 | $6,566-51.0% | $8,355-61.5% | $6,918-53.5% |