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 6-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 | $19,053 | $114,381-83.3% | $107,525-82.3% | $142,382-86.6% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 15.97% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,029 | $4,015-74.4% | $3,754-72.6% | $4,299-76.1% |
| Participant deferral / active EE | $3,077 | $5,564-44.7% | $5,116-39.8% | $6,507-52.7% |
| Admin fee / account holder | $618 | $9,860-93.7% | $8,919-93.1% | $12,624-95.1% |