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 | $25,190 | $60,022-58.0% | $88,946-71.7% | $84,808-70.3% |
| Participation rate | 95.0% | 57.8%+37.2pp | 68.8%+26.2pp | 68.3%+26.7pp |
| Annual return | 22.30% | 22.43%-0.1pp | 57.82%-35.5pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,655 | $1,703+55.9% | $2,555+3.9% | $2,631+0.9% |
| Participant deferral / active EE | $5,046 | $3,114+62.1% | $4,581+10.2% | $4,212+19.8% |
| Admin fee / account holder | $1,443 | $4,811-70.0% | $8,261-82.5% | $7,344-80.3% |