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 | $18,782 | $114,237-83.6% | $119,258-84.3% | $167,490-88.8% |
| Participation rate | 81.8% | 83.7%-1.9pp | 82.7%-0.9pp | 82.1%-0.3pp |
| Annual return | 12.49% | 29.87%-17.4pp | 30.69%-18.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,176 | $4,481-51.4% | $4,384-50.4% | $4,837-55.0% |
| Participant deferral / active EE | $3,757 | $6,084-38.2% | $6,111-38.5% | $6,341-40.7% |
| Admin fee / account holder | $2,913 | $8,932-67.4% | $7,226-59.7% | $12,309-76.3% |