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 | $37,050 | $104,974-64.7% | $95,585-61.2% | $142,382-74.0% |
| Participation rate | 95.8% | 75.0%+20.9pp | 72.1%+23.8pp | 80.1%+15.7pp |
| Annual return | 16.47% | 210.33%-193.9pp | 38.56%-22.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,441 | $2,779-48.1% | $2,527-43.0% | $4,299-66.5% |
| Participant deferral / active EE | $1,642 | $4,352-62.3% | $4,023-59.2% | $6,507-74.8% |
| Admin fee / account holder | $2,504 | $6,386-60.8% | $6,127-59.1% | $12,624-80.2% |