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 | $26,366 | $98,750-73.3% | $149,696-82.4% | $79,858-67.0% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.5%+3.8pp | 69.6%+16.6pp |
| Annual return | 15.03% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,063 | $3,216-35.9% | $4,644-55.6% | $2,471-16.5% |
| Participant deferral / active EE | $3,003 | $5,680-47.1% | $6,842-56.1% | $3,740-19.7% |
| Admin fee / account holder | $1,708 | $6,053-71.8% | $9,309-81.6% | $5,306-67.8% |