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 | $18,571 | $77,314-76.0% | $177,989-89.6% | $80,856-77.0% |
| Participation rate | 96.6% | 65.7%+30.9pp | 77.1%+19.5pp | 67.6%+28.9pp |
| Annual return | 16.24% | 18.09%-1.8pp | 294.48%-278.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,974 | $2,292-13.9% | $3,949-50.0% | $2,755-28.4% |
| Participant deferral / active EE | $1,513 | $4,411-65.7% | $6,276-75.9% | $4,296-64.8% |
| Admin fee / account holder | $690 | $7,191-90.4% | $10,363-93.3% | $6,918-90.0% |