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 | $17,725 | $77,314-77.1% | $177,989-90.0% | $80,856-78.1% |
| Participation rate | 94.1% | 65.7%+28.4pp | 77.1%+17.0pp | 67.6%+26.5pp |
| Annual return | 13.27% | 18.09%-4.8pp | 294.48%-281.2pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,586 | $2,292-30.8% | $3,949-59.8% | $2,755-42.4% |
| Participant deferral / active EE | $3,528 | $4,411-20.0% | $6,276-43.8% | $4,296-17.9% |
| Admin fee / account holder | $1,805 | $7,191-74.9% | $10,363-82.6% | $6,918-73.9% |