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 | $39,643 | $60,892-34.9% | $82,389-51.9% | $84,808-53.3% |
| Participation rate | 86.1% | 63.3%+22.8pp | 69.5%+16.6pp | 68.3%+17.8pp |
| Annual return | 14.65% | 37.29%-22.6pp | 28.67%-14.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,378 | $3,179+6.3% | $4,155-18.7% | $4,212-19.8% |
| Admin fee / account holder | $4,965 | $5,467-9.2% | $7,231-31.3% | $7,344-32.4% |