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 | $16,517 | $49,915-66.9% | $154,803-89.3% | $74,304-77.8% |
| Participation rate | 80.4% | 54.0%+26.5pp | 78.1%+2.3pp | 60.3%+20.1pp |
| Annual return | 18.92% | 34.06%-15.1pp | 58.88%-40.0pp | 29.43%-10.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,682 | $2,255+19.0% | $5,540-51.6% | $3,767-28.8% |
| Admin fee / account holder | $1,582 | $2,189-27.7% | $14,329-89.0% | $2,969-46.7% |