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 | $32,036 | $73,867-56.6% | $143,757-77.7% | $68,494-53.2% |
| Participation rate | 95.7% | 66.7%+29.1pp | 80.3%+15.4pp | 67.9%+27.9pp |
| Annual return | 12.02% | 1.01%+11.0pp | -0.04%+12.1pp | -7.84%+19.9pp |
| Employer contribution / active EE | $2,094 | $3,184-34.2% | $4,951-57.7% | $2,596-19.3% |
| Participant deferral / active EE | $3,805 | $3,384+12.4% | $5,637-32.5% | $4,027-5.5% |
| Admin fee / account holder | $459 | $5,755-92.0% | $14,673-96.9% | $5,403-91.5% |