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 | $32,065 | $72,277-55.6% | $101,248-68.3% | $79,858-59.8% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.8%-1.7pp | 69.6%+4.4pp |
| Annual return | 11.75% | 22.30%-10.5pp | 46.47%-34.7pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,585 | $2,692-3.9% | $3,660-29.4% | $2,471+4.6% |
| Participant deferral / active EE | $4,839 | $3,282+47.5% | $4,370+10.7% | $3,740+29.4% |
| Admin fee / account holder | $338 | $4,400-92.3% | $5,945-94.3% | $5,306-93.6% |