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 8-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 | $8,870 | $60,892-85.4% | $82,389-89.2% | $84,808-89.5% |
| Participation rate | 96.8% | 63.3%+33.5pp | 69.5%+27.2pp | 68.3%+28.5pp |
| Annual return | 18.73% | 37.29%-18.6pp | 28.67%-9.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,640 | $1,779-7.8% | $2,517-34.8% | $2,631-37.7% |
| Participant deferral / active EE | $2,040 | $3,179-35.8% | $4,155-50.9% | $4,212-51.6% |
| Admin fee / account holder | $314 | $5,467-94.3% | $7,231-95.7% | $7,344-95.7% |