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 | $24,314 | $62,586-61.2% | $76,768-68.3% | $64,186-62.1% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.8pp | 69.6%+27.2pp |
| Annual return | 3.91% | -1.95%+5.9pp | 2.43%+1.5pp | 7.63%-3.7pp |
| Employer contribution / active EE | $1,903 | $1,832+3.9% | $2,485-23.4% | $2,381-20.1% |
| Participant deferral / active EE | $4,015 | $3,145+27.7% | $3,852+4.2% | $3,470+15.7% |
| Admin fee / account holder | $9,915 | $4,667+112.5% | $6,675+48.5% | $4,888+102.9% |