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 | $6,464 | $54,705-88.2% | $71,209-90.9% | $84,808-92.4% |
| Participation rate | 91.1% | 64.1%+27.0pp | 73.8%+17.4pp | 68.3%+22.8pp |
| Annual return | 17.87% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,863 | $3,030-5.5% | $4,175-31.4% | $4,212-32.0% |
| Admin fee / account holder | $542 | $4,863-88.9% | $5,349-89.9% | $7,344-92.6% |