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 | $29,685 | $81,248-63.5% | $155,509-80.9% | $80,856-63.3% |
| Participation rate | 94.8% | 66.2%+28.6pp | 78.2%+16.6pp | 67.6%+27.2pp |
| Annual return | 15.25% | 33.31%-18.1pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,362 | $3,100-56.1% | $4,672-70.9% | $2,755-50.6% |
| Participant deferral / active EE | $4,271 | $3,452+23.7% | $5,626-24.1% | $4,296-0.6% |
| Admin fee / account holder | $411 | $7,997-94.9% | $15,912-97.4% | $6,918-94.1% |