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 | $17,420 | $48,230-63.9% | $67,502-74.2% | $80,856-78.5% |
| Participation rate | 91.7% | 66.4%+25.3pp | 72.9%+18.8pp | 67.6%+24.0pp |
| Annual return | 13.57% | 18.28%-4.7pp | 3512.12%-3498.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,253 | $2,020+61.0% | $2,731+19.1% | $2,755+18.1% |
| Participant deferral / active EE | $3,573 | $2,924+22.2% | $4,000-10.7% | $4,296-16.8% |
| Admin fee / account holder | $354 | $3,681-90.4% | $3,998-91.1% | $6,918-94.9% |