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 | $27,202 | $48,230-43.6% | $67,502-59.7% | $80,856-66.4% |
| Participation rate | 83.7% | 66.4%+17.3pp | 72.9%+10.8pp | 67.6%+16.0pp |
| Annual return | 13.48% | 18.28%-4.8pp | 3512.12%-3498.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,272 | $2,020-37.0% | $2,731-53.4% | $2,755-53.8% |
| Participant deferral / active EE | $2,833 | $2,924-3.1% | $4,000-29.2% | $4,296-34.0% |
| Admin fee / account holder | $1,351 | $3,681-63.3% | $3,998-66.2% | $6,918-80.5% |