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 | $19,911 | $116,167-82.9% | $64,489-69.1% | $137,256-85.5% |
| Participation rate | 81.3% | 68.2%+13.1pp | 67.7%+13.6pp | 80.0%+1.3pp |
| Annual return | 19.48% | 36.55%-17.1pp | 55.03%-35.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $598 | $2,483-75.9% | $1,523-60.7% | $4,156-85.6% |
| Participant deferral / active EE | $2,102 | $4,215-50.1% | $2,778-24.3% | $6,407-67.2% |
| Admin fee / account holder | $708 | $6,188-88.6% | $4,260-83.4% | $12,270-94.2% |