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 | $45,070 | $99,919-54.9% | - | $158,922-71.6% |
| Participation rate | 90.9% | 71.6%+19.4pp | - | 82.0%+9.0pp |
| Annual return | 16.72% | 35.31%-18.6pp | - | 302.83%-286.1pp |
| Employer contribution / active EE | $1,714 | $3,686-53.5% | - | $4,761-64.0% |
| Participant deferral / active EE | $3,608 | $4,771-24.4% | - | $5,982-39.7% |
| Admin fee / account holder | $1,017 | $2,820-64.0% | - | $11,246-91.0% |