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 | $8,612 | $54,705-84.3% | $71,209-87.9% | $84,808-89.8% |
| Participation rate | 95.2% | 64.1%+31.2pp | 73.8%+21.5pp | 68.3%+26.9pp |
| Annual return | 17.21% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,724 | $2,158-20.1% | $2,721-36.7% | $2,631-34.5% |
| Participant deferral / active EE | $2,630 | $3,030-13.2% | $4,175-37.0% | $4,212-37.5% |
| Admin fee / account holder | $2,259 | $4,863-53.6% | $5,349-57.8% | $7,344-69.2% |