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 | $18,533 | $70,669-73.8% | $169,368-89.1% | $75,163-75.3% |
| Participation rate | 86.3% | 64.8%+21.5pp | 77.1%+9.1pp | 67.2%+19.1pp |
| Annual return | 16.04% | 36.36%-20.3pp | 405.60%-389.6pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,057 | $2,211-52.2% | $4,013-73.7% | $2,670-60.4% |
| Participant deferral / active EE | $2,889 | $4,311-33.0% | $6,221-53.6% | $4,125-30.0% |
| Admin fee / account holder | $1,374 | $5,402-74.6% | $9,003-84.7% | $5,651-75.7% |