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 | $13,537 | $81,248-83.3% | $155,509-91.3% | $80,856-83.3% |
| Participation rate | 79.4% | 66.2%+13.2pp | 78.2%+1.2pp | 67.6%+11.8pp |
| Annual return | 15.08% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $859 | $3,100-72.3% | $4,672-81.6% | $2,755-68.8% |
| Participant deferral / active EE | $4,682 | $3,452+35.6% | $5,626-16.8% | $4,296+9.0% |
| Admin fee / account holder | $307 | $7,997-96.2% | $15,912-98.1% | $6,918-95.6% |