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 | $20,280 | $68,719-70.5% | $91,541-77.8% | $84,808-76.1% |
| Participation rate | 70.5% | 64.5%+5.9pp | 69.8%+0.7pp | 68.3%+2.1pp |
| Annual return | 18.26% | 19.12%-0.9pp | 20.50%-2.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,011 | $1,920-47.4% | $2,505-59.6% | $2,631-61.6% |
| Participant deferral / active EE | $2,128 | $3,136-32.1% | $4,008-46.9% | $4,212-49.5% |
| Admin fee / account holder | $6,394 | $5,786+10.5% | $6,956-8.1% | $7,344-12.9% |