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 | $27,710 | $85,006-67.4% | $76,190-63.6% | $145,922-81.0% |
| Participation rate | 93.8% | 82.9%+10.9pp | 79.3%+14.5pp | 80.3%+13.5pp |
| Annual return | 11.21% | 13.11%-1.9pp | 13.78%-2.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,787 | $5,265-47.1% | $4,578-39.1% | $4,660-40.2% |
| Participant deferral / active EE | $4,055 | $6,392-36.6% | $5,474-25.9% | $6,688-39.4% |
| Admin fee / account holder | $905 | $5,760-84.3% | $5,123-82.3% | $13,397-93.2% |