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 | $29,746 | $83,477-64.4% | $125,175-76.2% | $72,985-59.2% |
| Participation rate | 90.5% | 73.3%+17.2pp | 79.8%+10.7pp | 69.5%+21.0pp |
| Annual return | 22.84% | 25.78%-2.9pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,421 | $2,345-39.4% | $3,865-63.2% | $2,440-41.8% |
| Participant deferral / active EE | $3,983 | $3,585+11.1% | $4,937-19.3% | $3,607+10.4% |
| Admin fee / account holder | $2,769 | $5,517-49.8% | $9,702-71.5% | $5,124-46.0% |