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 | $20,998 | $59,839-64.9% | $81,983-74.4% | $79,858-73.7% |
| Participation rate | 92.2% | 61.6%+30.5pp | 69.2%+22.9pp | 69.6%+22.5pp |
| Annual return | 12.96% | 17.56%-4.6pp | 41.31%-28.3pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,101 | $1,713-35.8% | $2,498-55.9% | $2,471-55.4% |
| Participant deferral / active EE | $3,091 | $2,695+14.7% | $3,722-17.0% | $3,740-17.4% |
| Admin fee / account holder | $4,137 | $4,287-3.5% | $5,664-27.0% | $5,306-22.0% |