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 | $15,904 | $49,227-67.7% | $70,449-77.4% | $79,858-80.1% |
| Participation rate | 94.3% | 69.2%+25.1pp | 75.1%+19.2pp | 69.6%+24.7pp |
| Annual return | 18.79% | 30.06%-11.3pp | 109.03%-90.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,874 | $2,099-10.7% | $2,737-31.5% | $2,471-24.2% |
| Participant deferral / active EE | $2,306 | $2,768-16.7% | $3,709-37.8% | $3,740-38.3% |
| Admin fee / account holder | $2,131 | $2,878-26.0% | $3,845-44.6% | $5,306-59.8% |