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 | $20,052 | $115,882-82.7% | $100,516-80.1% | $158,922-87.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 20.87% | 34.79%-13.9pp | 30.89%-10.0pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,406 | $4,103-65.7% | $3,418-58.9% | $4,761-70.5% |
| Participant deferral / active EE | $2,419 | $6,674-63.8% | $6,270-61.4% | $5,982-59.6% |
| Admin fee / account holder | $387 | $10,995-96.5% | $8,081-95.2% | $11,246-96.6% |