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 | $20,619 | $53,822-61.7% | $75,696-72.8% | $85,850-76.0% |
| Participation rate | 93.1% | 69.1%+24.0pp | 74.8%+18.3pp | 69.3%+23.8pp |
| Annual return | 14.50% | 24.54%-10.0pp | 104.53%-90.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,055 | $2,017+1.9% | $2,743-25.1% | $2,565-19.9% |
| Participant deferral / active EE | $3,200 | $2,895+10.5% | $3,821-16.3% | $3,952-19.0% |
| Admin fee / account holder | $917 | $3,343-72.6% | $3,619-74.7% | $6,260-85.4% |