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 | $60,022-52.6% | $88,946-68.0% | $84,808-66.4% |
| Participation rate | 88.1% | 57.8%+30.3pp | 68.8%+19.2pp | 68.3%+19.8pp |
| Annual return | 18.04% | 22.43%-4.4pp | 57.82%-39.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,264 | $1,703-25.8% | $2,555-50.5% | $2,631-52.0% |
| Participant deferral / active EE | $3,125 | $3,114+0.3% | $4,581-31.8% | $4,212-25.8% |
| Admin fee / account holder | $723 | $4,811-85.0% | $8,261-91.3% | $7,344-90.2% |