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 8-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 | $18,374 | $106,515-82.7% | $96,683-81.0% | $139,434-86.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.39% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,575 | $4,103-61.6% | $3,737-57.9% | $4,751-66.9% |
| Participant deferral / active EE | $5,189 | $5,454-4.9% | $4,878+6.4% | $6,710-22.7% |
| Admin fee / account holder | $627 | $7,877-92.0% | $6,730-90.7% | $11,403-94.5% |