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 | $17,006 | $70,669-75.9% | $169,368-90.0% | $75,163-77.4% |
| Participation rate | 94.3% | 64.8%+29.5pp | 77.1%+17.2pp | 67.2%+27.1pp |
| Annual return | 17.95% | 36.36%-18.4pp | 405.60%-387.6pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,489 | $2,211-32.6% | $4,013-62.9% | $2,670-44.2% |
| Participant deferral / active EE | $2,699 | $4,311-37.4% | $6,221-56.6% | $4,125-34.6% |
| Admin fee / account holder | $2,283 | $5,402-57.7% | $9,003-74.6% | $5,651-59.6% |