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 | $17,808 | $77,314-77.0% | $177,989-90.0% | $80,856-78.0% |
| Participation rate | 94.1% | 65.7%+28.4pp | 77.1%+17.0pp | 67.6%+26.5pp |
| Annual return | 14.47% | 18.09%-3.6pp | 294.48%-280.0pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,606 | $2,292-29.9% | $3,949-59.3% | $2,755-41.7% |
| Participant deferral / active EE | $2,677 | $4,411-39.3% | $6,276-57.3% | $4,296-37.7% |
| Admin fee / account holder | $2,390 | $7,191-66.8% | $10,363-76.9% | $6,918-65.4% |