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 | $22,471 | $81,460-72.4% | $103,333-78.3% | $80,856-72.2% |
| Participation rate | 85.4% | 66.8%+18.5pp | 74.5%+10.9pp | 67.6%+17.7pp |
| Annual return | 16.12% | 25.55%-9.4pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,014 | $3,105-2.9% | $3,868-22.1% | $2,755+9.4% |
| Participant deferral / active EE | $4,385 | $3,869+13.3% | $5,057-13.3% | $4,296+2.1% |
| Admin fee / account holder | $2,856 | $6,566-56.5% | $8,355-65.8% | $6,918-58.7% |