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 | $26,783 | $73,867-63.7% | $143,757-81.4% | $68,494-60.9% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | 20.64% | 1.01%+19.6pp | -0.04%+20.7pp | -7.84%+28.5pp |
| Employer contribution / active EE | $2,685 | $3,184-15.7% | $4,951-45.8% | $2,596+3.4% |
| Participant deferral / active EE | $2,030 | $3,384-40.0% | $5,637-64.0% | $4,027-49.6% |
| Admin fee / account holder | $381 | $5,755-93.4% | $14,673-97.4% | $5,403-93.0% |