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 | $21,567 | $57,057-62.2% | $85,009-74.6% | $80,874-73.3% |
| Participation rate | 92.5% | 56.4%+36.1pp | 67.5%+25.0pp | 67.6%+24.9pp |
| Annual return | 12.49% | 21.66%-9.2pp | 66.47%-54.0pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,821 | $1,799+1.2% | $2,728-33.3% | $2,756-33.9% |
| Participant deferral / active EE | $3,330 | $3,112+7.0% | $4,522-26.4% | $4,297-22.5% |
| Admin fee / account holder | $1,433 | $4,986-71.3% | $6,153-76.7% | $6,935-79.3% |