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 | $21,823 | $81,248-73.1% | $155,509-86.0% | $80,856-73.0% |
| Participation rate | 89.6% | 66.2%+23.3pp | 78.2%+11.4pp | 67.6%+21.9pp |
| Annual return | 15.31% | 33.31%-18.0pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,417 | $3,100-54.3% | $4,672-69.7% | $2,755-48.6% |
| Participant deferral / active EE | $3,777 | $3,452+9.4% | $5,626-32.9% | $4,296-12.1% |
| Admin fee / account holder | $537 | $7,997-93.3% | $15,912-96.6% | $6,918-92.2% |