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 6-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 | $20,177 | $76,407-73.6% | $150,298-86.6% | $82,448-75.5% |
| Participation rate | 95.3% | 66.4%+28.9pp | 77.8%+17.6pp | 68.1%+27.2pp |
| Annual return | 19.80% | 39.99%-20.2pp | 62.79%-43.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,888 | $2,614+10.5% | $4,154-30.5% | $2,551+13.2% |
| Participant deferral / active EE | $4,810 | $3,214+49.6% | $5,453-11.8% | $4,139+16.2% |
| Admin fee / account holder | $1,690 | $6,352-73.4% | $14,116-88.0% | $7,234-76.6% |