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 6-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 | $12,996 | $57,590-77.4% | $86,233-84.9% | $82,448-84.2% |
| Participation rate | 91.2% | 57.9%+33.3pp | 69.0%+22.2pp | 68.1%+23.1pp |
| Annual return | 21.73% | 22.41%-0.7pp | 61.39%-39.7pp | 41.64%-19.9pp |
| Employer contribution / active EE | $2,419 | $1,655+46.1% | $2,504-3.4% | $2,551-5.2% |
| Participant deferral / active EE | $3,490 | $3,080+13.3% | $4,559-23.4% | $4,139-15.7% |
| Admin fee / account holder | $902 | $4,730-80.9% | $8,342-89.2% | $7,234-87.5% |