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 | $23,342 | $57,016-59.1% | $84,966-72.5% | $80,856-71.1% |
| Participation rate | 86.5% | 56.3%+30.1pp | 67.5%+19.0pp | 67.6%+18.8pp |
| Annual return | 11.76% | 21.66%-9.9pp | 66.38%-54.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,245 | $1,798-30.7% | $2,727-54.3% | $2,755-54.8% |
| Participant deferral / active EE | $3,322 | $3,110+6.8% | $4,519-26.5% | $4,296-22.7% |
| Admin fee / account holder | $1,424 | $4,980-71.4% | $6,149-76.8% | $6,918-79.4% |