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 10-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 | $19,343 | $91,190-78.8% | $178,490-89.2% | $79,858-75.8% |
| Participation rate | 82.7% | 69.2%+13.5pp | 81.9%+0.8pp | 69.6%+13.1pp |
| Annual return | 23.74% | 24.19%-0.5pp | 151.07%-127.3pp | 31.71%-8.0pp |
| Employer contribution / active EE | $1,638 | $3,256-49.7% | $5,011-67.3% | $2,471-33.7% |
| Participant deferral / active EE | $2,918 | $3,236-9.8% | $5,202-43.9% | $3,740-22.0% |
| Admin fee / account holder | $864 | $6,751-87.2% | $13,984-93.8% | $5,306-83.7% |