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 | $19,942 | $63,355-68.5% | $91,989-78.3% | $72,985-72.7% |
| Participation rate | 83.7% | 72.5%+11.2pp | 78.6%+5.1pp | 69.5%+14.2pp |
| Annual return | 59.87% | 35.35%+24.5pp | 69.02%-9.1pp | 81.00%-21.1pp |
| Employer contribution / active EE | $823 | $2,116-61.1% | $3,452-76.1% | $2,440-66.3% |
| Participant deferral / active EE | $6,538 | $4,883+33.9% | $5,923+10.4% | $3,607+81.2% |
| Admin fee / account holder | $2,637 | $4,668-43.5% | $7,743-65.9% | $5,124-48.5% |