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 | $10,359 | $77,899-86.7% | $149,673-93.1% | $75,163-86.2% |
| Participation rate | 93.5% | 65.6%+28.0pp | 78.8%+14.8pp | 67.2%+26.4pp |
| Annual return | 16.45% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $436 | $3,137-86.1% | $4,818-91.0% | $2,670-83.7% |
| Participant deferral / active EE | $4,083 | $3,411+19.7% | $5,680-28.1% | $4,125-1.0% |
| Admin fee / account holder | $1,909 | $5,956-67.9% | $13,210-85.5% | $5,651-66.2% |