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 | $23,039 | $71,050-67.6% | $93,606-75.4% | $80,856-71.5% |
| Participation rate | 76.9% | 60.4%+16.5pp | 68.7%+8.2pp | 67.6%+9.3pp |
| Annual return | 14.21% | 11.26%+3.0pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,225 | $1,564-21.7% | $2,420-49.4% | $2,755-55.5% |
| Participant deferral / active EE | $1,517 | $4,034-62.4% | $4,411-65.6% | $4,296-64.7% |
| Admin fee / account holder | $991 | $6,945-85.7% | $8,285-88.0% | $6,918-85.7% |