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 | $29,104 | $65,365-55.5% | $92,893-68.7% | $72,985-60.1% |
| Participation rate | 73.6% | 68.3%+5.3pp | 76.0%-2.4pp | 69.5%+4.1pp |
| Annual return | 23.24% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $597 | $2,594-77.0% | $3,653-83.7% | $2,440-75.5% |
| Participant deferral / active EE | $2,282 | $3,128-27.1% | $4,236-46.1% | $3,607-36.8% |
| Admin fee / account holder | $1,290 | $4,251-69.6% | $5,794-77.7% | $5,124-74.8% |