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 8-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 | $23,673 | $55,706-57.5% | $75,886-68.8% | $72,985-67.6% |
| Participation rate | 81.0% | 61.1%+19.8pp | 69.3%+11.7pp | 69.5%+11.5pp |
| Annual return | 25.43% | 27.59%-2.2pp | 30.76%-5.3pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,374 | $1,687-18.5% | $2,500-45.0% | $2,440-43.7% |
| Participant deferral / active EE | $3,777 | $2,634+43.4% | $3,603+4.8% | $3,607+4.7% |
| Admin fee / account holder | $1,408 | $3,978-64.6% | $5,418-74.0% | $5,124-72.5% |