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 6-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 | $24,169 | $68,719-64.8% | $91,541-73.6% | $84,808-71.5% |
| Participation rate | 96.6% | 64.5%+32.0pp | 69.8%+26.8pp | 68.3%+28.2pp |
| Annual return | 15.98% | 19.12%-3.1pp | 20.50%-4.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,897 | $1,920-1.2% | $2,505-24.3% | $2,631-27.9% |
| Participant deferral / active EE | $3,529 | $3,136+12.5% | $4,008-12.0% | $4,212-16.2% |
| Admin fee / account holder | $878 | $5,786-84.8% | $6,956-87.4% | $7,344-88.0% |