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 | $38,705 | $109,881-64.8% | $150,045-74.2% | $84,808-54.4% |
| Participation rate | 77.1% | 76.1%+1.0pp | 82.3%-5.2pp | 68.3%+8.8pp |
| Annual return | 17.78% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $999 | $3,561-72.0% | $4,693-78.7% | $2,631-62.0% |
| Participant deferral / active EE | $6,225 | $6,636-6.2% | $7,997-22.2% | $4,212+47.8% |
| Admin fee / account holder | $1,586 | $8,568-81.5% | $13,435-88.2% | $7,344-78.4% |