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 | $23,004 | $68,547-66.4% | $120,354-80.9% | $80,856-71.5% |
| Participation rate | 78.1% | 61.6%+16.5pp | 71.9%+6.2pp | 67.6%+10.5pp |
| Annual return | 12.61% | 23.60%-11.0pp | 107.15%-94.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,111 | $2,051-45.8% | $3,463-67.9% | $2,755-59.7% |
| Participant deferral / active EE | $1,417 | $3,173-55.4% | $4,991-71.6% | $4,296-67.0% |
| Admin fee / account holder | $670 | $5,732-88.3% | $9,423-92.9% | $6,918-90.3% |