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 | $34,203 | $109,413-68.7% | $156,263-78.1% | $84,808-59.7% |
| Participation rate | 70.2% | 72.7%-2.5pp | 78.9%-8.7pp | 68.3%+1.9pp |
| Annual return | 14.68% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,036 | $4,590-55.6% | $6,158-66.9% | $4,212-51.6% |
| Admin fee / account holder | $1,265 | $9,357-86.5% | $14,255-91.1% | $7,344-82.8% |