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 | $28,474 | $57,590-50.6% | $86,233-67.0% | $82,448-65.5% |
| Participation rate | 88.1% | 57.9%+30.2pp | 69.0%+19.1pp | 68.1%+20.0pp |
| Annual return | 18.04% | 22.41%-4.4pp | 61.39%-43.3pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,264 | $1,655-23.7% | $2,504-49.5% | $2,551-50.5% |
| Participant deferral / active EE | $3,125 | $3,080+1.5% | $4,559-31.5% | $4,139-24.5% |
| Admin fee / account holder | $723 | $4,730-84.7% | $8,342-91.3% | $7,234-90.0% |