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 | $35,543 | $95,971-63.0% | $74,550-52.3% | $135,375-73.7% |
| Participation rate | 81.3% | 75.7%+5.6pp | 69.1%+12.1pp | 82.6%-1.4pp |
| Annual return | 2.00% | 56.96%-55.0pp | 32.53%-30.5pp | 519.73%-517.7pp |
| Employer contribution / active EE | $1,061 | $2,716-61.0% | $1,961-45.9% | $4,779-77.8% |
| Participant deferral / active EE | $2,785 | $3,843-27.6% | $3,108-10.4% | $5,609-50.4% |
| Admin fee / account holder | $369 | $6,522-94.3% | $5,060-92.7% | $10,827-96.6% |