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 | $23,004 | $68,573-66.5% | $120,368-80.9% | $80,874-71.6% |
| Participation rate | 78.1% | 61.6%+16.5pp | 71.9%+6.2pp | 67.6%+10.5pp |
| Annual return | 12.61% | 23.61%-11.0pp | 107.26%-94.7pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,111 | $2,052-45.9% | $3,465-67.9% | $2,756-59.7% |
| Participant deferral / active EE | $1,417 | $3,174-55.4% | $4,991-71.6% | $4,297-67.0% |
| Admin fee / account holder | $670 | $5,734-88.3% | $9,429-92.9% | $6,935-90.3% |