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 | $14,785 | $85,202-82.6% | $172,739-91.4% | $72,985-79.7% |
| Participation rate | 74.2% | 70.1%+4.1pp | 82.6%-8.5pp | 69.5%+4.7pp |
| Annual return | 19.76% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,811 | $3,324-45.5% | $5,143-64.8% | $2,440-25.8% |
| Participant deferral / active EE | $2,816 | $3,260-13.6% | $5,198-45.8% | $3,607-21.9% |
| Admin fee / account holder | $973 | $5,884-83.5% | $13,954-93.0% | $5,124-81.0% |