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 | $17,935 | $35,183-49.0% | $73,545-75.6% | $70,131-74.4% |
| Participation rate | 74.6% | 42.9%+31.7pp | 54.9%+19.7pp | 69.5%+5.1pp |
| Annual return | 13.60% | 26.90%-13.3pp | -15.16%+28.8pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,088 | $709+194.6% | $1,219+71.3% | $2,342-10.9% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,806-100.0% | $3,332-100.0% |
| Admin fee / account holder | $672 | $2,302-70.8% | $2,320-71.0% | $4,645-85.5% |