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 | $14,208 | $48,046-70.4% | $84,611-83.2% | $72,985-80.5% |
| Participation rate | 74.2% | 57.6%+16.6pp | 68.2%+6.0pp | 69.5%+4.7pp |
| Annual return | 24.64% | 37.38%-12.7pp | 258.74%-234.1pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,487 | $1,602-7.2% | $2,652-43.9% | $2,440-39.1% |
| Participant deferral / active EE | $2,303 | $2,680-14.1% | $3,899-40.9% | $3,607-36.1% |
| Admin fee / account holder | $336 | $3,395-90.1% | $4,912-93.2% | $5,124-93.4% |