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 | $24,583 | $65,041-62.2% | $90,951-73.0% | $79,858-69.2% |
| Participation rate | 93.8% | 61.6%+32.1pp | 69.0%+24.7pp | 69.6%+24.1pp |
| Annual return | 11.01% | 30.45%-19.4pp | 134.60%-123.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $295 | $1,247-76.3% | $2,122-86.1% | $2,471-88.0% |
| Participant deferral / active EE | $1,688 | $2,512-32.8% | $3,373-50.0% | $3,740-54.9% |
| Admin fee / account holder | $3,427 | $4,536-24.4% | $5,959-42.5% | $5,306-35.4% |