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 | $34,238 | $95,803-64.3% | $113,168-69.7% | $84,808-59.6% |
| Participation rate | 86.5% | 72.9%+13.6pp | 76.6%+9.9pp | 68.3%+18.2pp |
| Annual return | 22.68% | 25.00%-2.3pp | 24.27%-1.6pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,890 | $2,360-19.9% | $2,975-36.5% | $2,631-28.2% |
| Participant deferral / active EE | $3,371 | $4,242-20.5% | $5,107-34.0% | $4,212-20.0% |
| Admin fee / account holder | $648 | $8,989-92.8% | $12,068-94.6% | $7,344-91.2% |