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 | $17,997 | $111,754-83.9% | $103,333-82.6% | $145,922-87.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 15.22% | 24.77%-9.5pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,618 | $4,212-61.6% | $3,868-58.2% | $4,660-65.3% |
| Participant deferral / active EE | $3,257 | $5,619-42.0% | $5,057-35.6% | $6,688-51.3% |
| Admin fee / account holder | $1,247 | $9,750-87.2% | $8,355-85.1% | $13,397-90.7% |