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 | $29,447 | $72,492-59.4% | $87,100-66.2% | $72,985-59.7% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.9%+17.8pp | 69.5%+25.2pp |
| Annual return | 22.53% | 24.46%-1.9pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,149 | $1,894-39.3% | $2,521-54.4% | $2,440-52.9% |
| Participant deferral / active EE | $2,787 | $3,270-14.7% | $4,049-31.2% | $3,607-22.7% |
| Admin fee / account holder | $1,826 | $5,055-63.9% | $7,497-75.6% | $5,124-64.4% |