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 | $23,611 | $65,365-63.9% | $92,893-74.6% | $72,985-67.6% |
| Participation rate | 78.6% | 68.3%+10.3pp | 76.0%+2.6pp | 69.5%+9.1pp |
| Annual return | 24.45% | 42.10%-17.7pp | 109.41%-85.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,433 | $2,594-6.2% | $3,653-33.4% | $2,440-0.3% |
| Participant deferral / active EE | $4,333 | $3,128+38.5% | $4,236+2.3% | $3,607+20.1% |
| Admin fee / account holder | $620 | $4,251-85.4% | $5,794-89.3% | $5,124-87.9% |