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 | $42,989 | $79,944-46.2% | $98,439-56.3% | $75,163-42.8% |
| Participation rate | 77.6% | 70.4%+7.2pp | 75.2%+2.4pp | 67.2%+10.4pp |
| Annual return | 14.45% | 19.75%-5.3pp | 21.16%-6.7pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,435 | $2,264-36.6% | $3,048-52.9% | $2,670-46.3% |
| Participant deferral / active EE | $2,386 | $3,752-36.4% | $4,738-49.6% | $4,125-42.2% |
| Admin fee / account holder | $1,155 | $6,840-83.1% | $8,948-87.1% | $5,651-79.6% |