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 | $26,568 | $74,706-64.4% | $75,696-64.9% | $79,386-66.5% |
| Participation rate | 82.6% | 75.3%+7.2pp | 74.8%+7.7pp | 70.7%+11.9pp |
| Annual return | 16.62% | 18.52%-1.9pp | 104.53%-87.9pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,512 | $2,590-41.6% | $2,743-44.9% | $2,427-37.7% |
| Participant deferral / active EE | $2,448 | $3,533-30.7% | $3,821-35.9% | $4,046-39.5% |
| Admin fee / account holder | $496 | $374+32.3% | $3,619-86.3% | $626-20.9% |