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 | $118,427-83.2% | $66,042-69.9% | $142,382-86.0% |
| Participation rate | 81.3% | 68.1%+13.1pp | 67.5%+13.7pp | 80.1%+1.1pp |
| Annual return | 19.48% | 35.57%-16.1pp | 52.11%-32.6pp | 217.08%-197.6pp |
| Employer contribution / active EE | $598 | $2,570-76.7% | $1,579-62.1% | $4,299-86.1% |
| Participant deferral / active EE | $2,102 | $4,311-51.2% | $2,835-25.9% | $6,507-67.7% |
| Admin fee / account holder | $708 | $9,593-92.6% | $5,747-87.7% | $12,624-94.4% |