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 | $32,095 | $48,046-33.2% | $84,611-62.1% | $72,985-56.0% |
| Participation rate | 74.1% | 57.6%+16.5pp | 68.2%+5.8pp | 69.5%+4.6pp |
| Annual return | 20.15% | 37.38%-17.2pp | 258.74%-238.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $994 | $1,602-38.0% | $2,652-62.5% | $2,440-59.3% |
| Participant deferral / active EE | $1,283 | $2,680-52.1% | $3,899-67.1% | $3,607-64.4% |
| Admin fee / account holder | $2,649 | $3,395-22.0% | $4,912-46.1% | $5,124-48.3% |