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 | $18,559 | $77,314-76.0% | $177,989-89.6% | $80,856-77.0% |
| Participation rate | 91.5% | 65.7%+25.8pp | 77.1%+14.4pp | 67.6%+23.8pp |
| Annual return | 11.03% | 18.09%-7.1pp | 294.48%-283.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,699 | $2,292-25.9% | $3,949-57.0% | $2,755-38.3% |
| Participant deferral / active EE | $2,231 | $4,411-49.4% | $6,276-64.5% | $4,296-48.1% |
| Admin fee / account holder | $1,595 | $7,191-77.8% | $10,363-84.6% | $6,918-77.0% |