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 7-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 | $9,002 | $54,705-83.5% | $71,209-87.4% | $84,808-89.4% |
| Participation rate | 90.7% | 64.1%+26.6pp | 73.8%+16.9pp | 68.3%+22.4pp |
| Annual return | 14.81% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,240 | $2,158-42.5% | $2,721-54.4% | $2,631-52.9% |
| Participant deferral / active EE | $1,550 | $3,030-48.8% | $4,175-62.9% | $4,212-63.2% |
| Admin fee / account holder | $721 | $4,863-85.2% | $5,349-86.5% | $7,344-90.2% |