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 8-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 | $16,267 | $104,974-84.5% | $95,585-83.0% | $142,382-88.6% |
| Participation rate | 72.2% | 75.0%-2.7pp | 72.1%+0.1pp | 80.1%-7.9pp |
| Annual return | 12.90% | 210.33%-197.4pp | 38.56%-25.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,832 | $4,352-57.9% | $4,023-54.5% | $6,507-71.9% |
| Admin fee / account holder | $1,004 | $6,386-84.3% | $6,127-83.6% | $12,624-92.0% |