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 | $45,343-63.6% | $150,298-89.0% | $67,986-75.7% |
| Participation rate | 80.4% | 51.9%+28.5pp | 77.8%+2.6pp | 57.2%+23.2pp |
| Annual return | 18.92% | 33.28%-14.4pp | 62.79%-43.9pp | 31.67%-12.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,682 | $2,055+30.5% | $5,453-50.8% | $3,358-20.1% |
| Admin fee / account holder | $1,582 | $2,250-29.7% | $14,116-88.8% | $3,203-50.6% |