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 | $12,428 | $54,705-77.3% | $71,209-82.5% | $84,808-85.3% |
| Participation rate | 94.6% | 64.1%+30.5pp | 73.8%+20.8pp | 68.3%+26.3pp |
| Annual return | 19.15% | 35.90%-16.7pp | 282.51%-263.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,785 | $2,158-17.3% | $2,721-34.4% | $2,631-32.1% |
| Participant deferral / active EE | $2,607 | $3,030-14.0% | $4,175-37.6% | $4,212-38.1% |
| Admin fee / account holder | $1,055 | $4,863-78.3% | $5,349-80.3% | $7,344-85.6% |