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 | $25,125 | $76,367-67.1% | $93,606-73.2% | $72,985-65.6% |
| Participation rate | 82.5% | 71.7%+10.8pp | 75.8%+6.7pp | 69.5%+13.0pp |
| Annual return | 26.53% | 25.82%+0.7pp | 32.76%-6.2pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,901 | $2,275-16.5% | $2,718-30.1% | $2,440-22.1% |
| Participant deferral / active EE | $2,956 | $3,538-16.5% | $4,069-27.4% | $3,607-18.1% |
| Admin fee / account holder | $1,431 | $6,838-79.1% | $7,888-81.9% | $5,124-72.1% |